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I noticed that when we send a document from our BMS, Applied Epic, after all signatures are completed, the signed documents automatically attach to the client file but the certificate of completion pdf does NOT attach.  We require to retain a copy of that certificate with our signed documents on file and now have to manually download it from DocuSign’s portal.  I could not find a setting to address this.  Can you please advise if this is possible and if so, how do I fix my settings to allow this to happen automatically?

 

Thanks, Stacey

Hello @StaceyUhran,

Thank you for reaching out to the Docusign Community.

From the Docusign end, if you are an account admin can you review your Envelope Delivery Settings on the Signing settings and confirm if the Attach certificate of completion to envelope setting is enabled?

From the Integration side, the integration is not owned by Docusign, we do not have the documentation to assist you with this, so I recommend contacting their Support team.

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

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


Hi @StaceyUhran,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information 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, 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.


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