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Docusign attachment of documents to completed email

Forum|Forum|1 year ago
July 8, 2025
4 replies
195 views

Hello,

We had several in process envelopes that were waiting signers. During this time we turned on the Attach Documents to Completed Envelope setting and manually corrected the envelopes to include a CC. However, we are noticing that once the in process documents (that were started before the setting was turned on and it was corrected to include a carbon copy recipient), that the attachments are not in the email. How do we correct this?

Ally

Best answer by Michael.Rave

@ally21cats

This setting will only apply to envelopes that were created after the setting has been changed, as the information is part of the meta data attached to the envelope itself. Therefore, changing the setting does not affect “in process” envelopes.

If the total size of all files exceeds 5 MB they will not be attached to the completion email, even if you selected the “Attach Documents to Completed Envelope”. If enabled, the size of the Certificate of Completion will count to the 5 MB limit too.

Michael.Rave

Answer

Docusign Employee

@ally21cats

This setting will only apply to envelopes that were created after the setting has been changed, as the information is part of the meta data attached to the envelope itself. Therefore, changing the setting does not affect “in process” envelopes.

If the total size of all files exceeds 5 MB they will not be attached to the completion email, even if you selected the “Attach Documents to Completed Envelope”. If enabled, the size of the Certificate of Completion will count to the 5 MB limit too.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

A

ally21cats

Author

New Voice

Is there anyway to retroactively attach the documents to the completed emails? We have over 200 in process forms that will be completed and not have the attachments.

Michael.Rave

Docusign Employee

@ally21cats

This change only affects new envelopes created after the setting is applied, it is not possible to retroactively attach the documents to be included in the completion emails of in process envelopes.

While attaching documents to completion emails can be convenient, be aware that many companies disable this feature due to data privacy concerns. We recommend consulting your internal departments to ensure your Docusign eSignature configuration aligns with your company's policies.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

M

Melanie.Panguito

Docusign Employee

Hi there @ally21cats,

How are you? We’d like to know if the suggested solution was helpful. If yes, can you please mark it as "Best Answer ✅"? This helps other community members with similar questions find the solution more easily.

Let us know if you still need further assistance, we're here for you!

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!

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