Skip to main content
Idea Submitted

Merge Completed Document & Summary into 1 in "Completed Email"

Categories:Admin Tools
  • May 7, 2025
  • 3 replies
  • 53 views

We recently discovered that we could receive completed envelopes directly into our inbox, which is helpful given we issue over 500 documents through Docusign each month. Viewing, downloading, and uploading each document to our HRIS system is time-consuming.

It would be highly beneficial to have both the completed document and the summary page merged into one file and automatically sent to the sender’s email. Currently, these are attached as two separate documents, which requires manual downloading.

Combining them into a single email attachment would save our HR Team significant time, allowing us to simply drag and drop the files into the relevant HRIS attachments.

3 replies

Forum|alt.badge.img

This is a major inconvenience for us as well.  I’m in Accounting for NBC/Universal and we send multiple files out for signatures daily and then have to attach the summary page to each (signed) file after downloading them as each file must contain the summary page.

Automatically adding the summary page to the end of each signed file would be immensely helpful!


Hengfeng Ge
Hero
Forum|alt.badge.img+18
  • Hero
  • 701 replies
  • June 2, 2025

Maybe integration your HRIS or other system with Docusign and send the envelope from HRIS or other system then use REST API Download the completed Documents and archived it in the HRIS or other system.

https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopedocuments/get/

The ID of the document to retrieve. Alternatively, you can use one of the following special keywords:

  • combined: Retrieves all of the documents as a single PDF file. When the query parameter certificate is true, the certificate of completion is included in the PDF file. When the query parameter certificate is false, the certificate of completion is not included in the PDF file.
  • archive: Retrieves a ZIP archive that contains all of the PDF documents and the certificate of completion.
  • certificate: Retrieves only the certificate of completion as a PDF file.
  • portfolio: Retrieves the envelope documents as a PDF portfolio.

 

FreeLink/甫连信息
🌍 DocuSign Partner | Partner Profile
🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant
🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year
💡 Ranked #1 in the OG All Star category in DocuSign Community Wrapped 2024
📊 DocuSign Community Leaderboard Top 5 contributor
🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries
🔗 Connect with me on LinkedInhttps://www.linkedin.com/in/gehengfeng/


Forum|alt.badge.img+12
  • Community Moderator
  • 989 replies
  • November 13, 2025
The following idea has been merged into this idea:

All the votes have been transferred into this idea.