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


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?

2 replies

Userlevel 5
Badge +12

@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.

Userlevel 4
Badge +11

Hello @gerber team ,

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