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

Forum|Forum|2 years ago
June 7, 2024
2 replies
1912 views

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.

JohnSantos

Answer

Guru

@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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