Attach documents to completion email - reporting 'gap'?

Question

Hi Community - I am aware that Completion emails can be configured to attach signed (completed) documents as .PDF’s. I am also aware that there is a size restriction on the documents appended to a single ‘completion’ envelope and that if this restriction is exceeded - the default attachment method applies - the document is attached via the ‘link’ embedded within the email as opposed to a .PDF. Is there a ‘standard’ envelope report which captures the ‘delivery’ (attachment) method and whether that is “.PDF” or “via Link”? I have run tests sending via both methods and the envelope report does have a ‘delivery method’ criteria BUT I have sent 2 envelopes - 1 with PDF’s attachment turned ON, and 1 with the setting disabled….BUT the envelope reports BOTH (under the criteria “delivery method’) as “Email”. Is anyone aware of any report(s) that can differentiate between .PDF’s and via Link, Please?

Alejandro.Ramos · Accepted Answer

Hi ​@Mike Beveridge,Thank you for reaching out to the Docusign Community.There is not an available report that would allow you to have visibility of the envelopes that did, or, did not suppress the completed document’s attachment in the final envelope notification. The “Delivery Method” column in the envelope report represents the communication channel used to deliver the envelope’s access link, such as email, or SMS.Nevertheless, feedback that can improve our users’ experience is always welcome. I encourage you to consider submitting your idea for review by our development team for possible implementation. If you’re a Docusign Administrator for a corporate plan, you can file your request through a support case or by contacting your Account Team. Otherwise, we invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.Feel free to let us know if you need further assistance with this.Best regards, Alejandro R. | Docusign Community Moderator "Select as Best" below if you find the answer a valid solution to your issue!

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