+1
When the document is completed, you will receive the contracted document and the completion certificate in separate files by email. Is it possible to unify the files (approved document and completion certificate) into a single PDF when you receive the completion email?
Best answer by Ma.Cubio
Hi
If you are the sender, you may check the article below for guidance. However, if you are the recipient and cannot see the option for a combined PDF for the completed envelope, it's because of the sender’s setting.
Troubleshooting: No Certificate of Completion in Combined PDF Option
Problem:
If you download your documents using the Combine all PDFs into a single file option and you do not get the Certificate of Completion in the resulting PDF, this is likely due to an account setting. Your Docusign administrator can check and adjust this setting as needed.
Solution:
In Docusign Admin, under Signing Settings, there is a section called Envelope Delivery. This section has the option to attach a certificate of completion to the envelope.
This setting determines whether the Certificate is included in the combined PDF file. If the option is checked, you should see the Certificate included in both the downloaded combined PDF and the PDF attached to completion emails.
For more information on this admin setting, see the Signing Settings guide.
Let me know if you need further assistance. Thank you!
Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.
Hi
If you are the sender, you may check the article below for guidance. However, if you are the recipient and cannot see the option for a combined PDF for the completed envelope, it's because of the sender’s setting.
Troubleshooting: No Certificate of Completion in Combined PDF Option
Problem:
If you download your documents using the Combine all PDFs into a single file option and you do not get the Certificate of Completion in the resulting PDF, this is likely due to an account setting. Your Docusign administrator can check and adjust this setting as needed.
Solution:
In Docusign Admin, under Signing Settings, there is a section called Envelope Delivery. This section has the option to attach a certificate of completion to the envelope.
This setting determines whether the Certificate is included in the combined PDF file. If the option is checked, you should see the Certificate included in both the downloaded combined PDF and the PDF attached to completion emails.
For more information on this admin setting, see the Signing Settings guide.
Let me know if you need further assistance. Thank you!
Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.
Hello
How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved.
If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!
Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.
+1Hello Cassandra,Sorry for the delay in getting back to you.Currently, my account allows me to attach the certificate of completion to the email, but they will be sent in separate files.We already use this method.However, my intention is to receive the already compiled file by email, containing both documents (signed document + certificate of completion).
Hi
We love hearing how Docusign could be even more helpful. While a combined file by email for the combined document and certificate of completion isn’t available at the moment, the best place to share this kind of idea is on our Ideas board: Submit a feature request
That’s where ideas from Docusign users like you can submit ideas to improve Docusign’s features and where you can also vote on ideas from other members.
We appreciate your input and hope you’ll keep the ideas coming.
—
Ma. Cassandra | Docusign Community Moderator
If this helped, go ahead and click "Best Answer"!
Hello
How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved.
If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!
Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.
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