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

  • June 7, 2024
  • 2 replies
  • 1184 views

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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?

Best answer by JohnSantos

@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.

2 replies

JohnSantos
Guru
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  • Guru
  • 1078 replies
  • Answer
  • June 7, 2024

@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.


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  • Community Moderator
  • 2552 replies
  • June 21, 2024

Hello @gerber team ,


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Best regards,

Nathaly | Docusign Community Moderator
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