How do we get the Summary doc included when the signed documents are sent to us?

Question

We want a recipient (and us) to receive not only the signed document, but also the Summary sheet.  Is there a setting to have that included by default?

JohnSantos · Accepted Answer

@gerber team- In the Signing Settings, you will see that option to make it default to your account:Check the “Attach certificate of completion to envelope” option. The summary document is also called the Certificate of Completion.

nathaly.monge · Answer

Hello @gerber team,If you found the providedresponse to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Best regards,Nathaly | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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