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At the moment when a customer signs a contract both ourselves and the client are sent separate PDF attachments. All of clients and ourselves require the combined version, so we have to go in and download these individually for each contract. Would it be possible to automatically email over the combined PDF attachment once something is signed
Solved
Automatic Combined PDFs
+1- New Voice
Best answer by Ma.Cubio
Hello
We appreciate that you brought this to our attention. Upon checking, we currently do not have this feature available. We are, however, working on an ongoing enhancement to provide better service to our valued customers like you. We cannot provide a specific timeframe for when this enhancement will be implemented, but rest assured that our developers are working on it to make it happen as soon as possible.
If you found the response 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. Thank you!
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue
- Community Moderator
Hello
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
Here are the steps in images, please keep in mind that this will not show if you don't have the correct permission set. You may enable the option "Attach certificate of completion to envelope" under Envelope Delivery Settings.
- Signing Settings
- Save
You may check this relevant article for future reference.
Envelope Delivery
https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=fur1583277359739.html&_LANG=enu
If you found the response 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. Thank you!
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue
- Community Moderator
Hello
I hope you are doing well.
I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.
Let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
+1- New Voice
Hi,
Thanks so much for your reply!
Unfortunately these settings are already switched on, so aren’t what we require.
We’re looking to combine the 3 separate PDF attachments automatically.
Thanks so much,
Chloe
- Community Moderator
- Answer
Hello
We appreciate that you brought this to our attention. Upon checking, we currently do not have this feature available. We are, however, working on an ongoing enhancement to provide better service to our valued customers like you. We cannot provide a specific timeframe for when this enhancement will be implemented, but rest assured that our developers are working on it to make it happen as soon as possible.
If you found the response 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. Thank you!
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue
- Community Moderator
Hello
I hope you are doing well.
I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.
Let us know if you still need additional assistance and I will gladly help you address the situation as soon as possible.
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
+1- New Voice
Hi,
Sorry no as mentioned above this isn’t something you currently offer, so I haven’t been able to resolve this issue.
Thanks,
Chloe
- Community Moderator
Hello
I got it. I appreciate your response. No worries as we already have an existing enhancement on this matter rest assured that we’ll do our best to work on it. But as I have mentioned, enhancement is still in progress, and we cannot provide any specific timeframe as to when it will be done. For now, do you have any other assistance that maybe I can help?
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue
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