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When I create an envelope, there is a "Message" section that we can write a message to the recipient (my insurance customer). After the document is signed, I can click on the "Completed with DocuSign..." and then click on "Details" and see the message is that I sent to the recipient, but I cannot save this nor does it save with the downloaded document or summary.
When I download all documents, this "Details" or "Message" does not show up on anything. It is imperative that we keep that message as many times we are talking about coverages or some other important insurance "stuff" to our insured, and we need to keep a copy of that message, as it could be a matter of an E & O issue if we do not.
In summary, the Details page should also be included with the signed document and summary page, but right now it is not. The only way I can save the message sent to the recipient is to copy and paste it into a Word document and that is very time consuming, plus that might not stand up in court. We CANNOT create a template, as we send different messages to each customer.
We need this message to be downloaded with the signed documents, as we have to save this message! This should be an easy fix!