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How do we get the Summary doc included when the signed documents are sent to us?


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We want a recipient (and us) to receive not only the signed document, but also the Summary sheet.  Is there a setting to have that included by default?

Best answer by JohnSantos

@gerber team - In the Signing Settings, you will see that option to make it default to your account: 

Check the “Attach certificate of completion to envelope” option.  The summary document is also called the Certificate of Completion.

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JohnSantos
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  • June 7, 2024

@gerber team - In the Signing Settings, you will see that option to make it default to your account: 

Check the “Attach certificate of completion to envelope” option.  The summary document is also called the Certificate of Completion.


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  • June 21, 2024

Hello @gerber team ,


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Best regards,

Nathaly | Docusign Community Moderator
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