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I’m sending DocuSign through Salesforce with 2 files. On the Salesforce opportunity the files save as one PDF, but in the completion email it’s received as two files. I want to combine the files to one PDF in the completion email too. It is possible?
Thanks!!!

Hi @Ofer,

 

Welcome to the DocuSign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I am sorry to hear that you haven’t been able to combine your email attachment, but I will share more details on the topic.

 

The behavior you describe is expected from the eSignature application.

 

The reasoning behind not including an option to combine the PDFs into one document within the email notification is that this has proved to cause errors when a combined file ends up being too large.

 

To prevent these issues we have limited access to combining the PDFs to the eSignature dashboard only.

 

Feel free to let us know if you need further assistance with this. 

 

Thank you for using DocuSign, we hope you have a wonderful rest of your day! 

 

Best regards,

 

Alejandro R. | DocuSign Community Moderator  

 

Please click "Best Answer" below if you find my reply to be a valid solution to your issue

 


Based on the response above from 9 months ago, has there been any new developments that now allow multiple files added to an envelope be combined and sent as one PDF document once the envelope is completed? If not, what does it take to get this engineered to give all users this option to make their usage of this application more effective. 


Hi ​@AlexHauser 

 

Thank you for following up.

There is still not an option that would allow you to combine the completed documents attached to the envelope’s email notification. 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!  

 

 


Hi ​@Alejandro.Ramos 

Based on the replies above, I would like to ask if there is now the option that allows you to combine the completed documents attached to the envelope email notification.

Thanks in advance for your reply!


Hello, 

Have you reconsidered this option and made it available to your clients? 

Regards,


Hi there ​@ACOU,

The current Docusign email notifications do not include an option to automatically combine the completed documents. The only method available for obtaining a combined document is to manually download it from the Docusign account. We recognize the potential benefits of this feature and would like to encourage you to share your thoughts on how it would enhance your experience with our product. We invite you to share this as a product idea and feature requests on our dedicated ideas page, where we can work together to shape the future of our product 👉 Ideas | Community

 

Sincerely,

Melanie | Docusign Community Moderator


Hello, 

I've already shared some ideas, but very few people read them — it seems most users only upvote their own. I'm not sure why this backlog is used to decide which features to implement.


Hi there ​@ACOU,

We greatly appreciate your Idea to help us improve our platform. Feel free to share the link to your ideas post with other members of your account so they can vote for them. Docusign will review the upvote data to work on updates that have the greatest impact on our customers. 

Unfortunately, we do not have an exact timeframe for when an idea will be implemented. Please also note that we cannot guarantee that every idea will be implemented or implemented exactly as suggested.

We appreciate your patience and understanding.

 

Sincerely,

Melanie | Docusign Community Moderator