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Luisa Bada
Newcomer
Newcomer
June 5, 2024
Solved

completed signing PDF returned by email

  • June 5, 2024
  • 4 replies
  • 116 views

 

Sometimes I get an email from docuSign with the signed documents attached and sometimes I need to login to retrieve the documents to download.  How can I set it up so the client ALWAYS gets a copied emailed to them?  And if it matters, I’m under my brokerages umbrella of users, so it is something they’d need to “turn on” because I can’t find the option anyway on my dashboard/ profile / settings.

 

Thank you !!!

Best answer by JohnSantos

@Luisa Bada - That is an Administrator setting change at the account level.   You might be using different accounts where this is set differently.  You can find this setting under Signing Settings.

 

4 replies

JohnSantos
Guru
Guru
June 5, 2024

@Luisa Bada - That is an Administrator setting change at the account level.   You might be using different accounts where this is set differently.  You can find this setting under Signing Settings.

 

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Luisa Bada
Newcomer
Newcomer
June 6, 2024

 

Thank you John Santos

Luisa Bada Broker Real Estate
Michael.Rave
Docusign Employee
Docusign Employee
June 6, 2024

@Luisa Bada 

In addition to the response from John Santos. Even when this enables on a specific sending account, the documents will not be attached to the completion email notification if the total size of all documents is larger than 5 MB.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
Docusign Employee
June 20, 2024

Hi @Luisa Bada,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.