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on receipt of a signed envelope does the signer (customer) get a copy of the certificate of completion & signed document sent to them via docusign?

C
Docusign Employee
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on receipt of a signed envelope does the signer (customer) get a copy of the certificate of completion & signed document sent to them via docusign?

Best answer by Community Expert

Hello,

Thank you for reaching out here in the DocuSign Community.

I apologize for the inconvenience, I understand that you want to know if the recipients will receive a copy of the envelope and the certificate upon finishing the signing session to their email.

This will depend on the Envelope Delivery settings set by the sender account, if you are the sender, you will need to have admin rights on the account to make the changes needed.

The menu is located at the settings tab, in the signing settings sub-menu.

More information at Signing Settings.

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some 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 with this.

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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3 replies

C
Docusign Employee
Forum|alt.badge.img

Hello,

Thank you for reaching out here in the DocuSign Community.

I apologize for the inconvenience, I understand that you want to know if the recipients will receive a copy of the envelope and the certificate upon finishing the signing session to their email.

This will depend on the Envelope Delivery settings set by the sender account, if you are the sender, you will need to have admin rights on the account to make the changes needed.

The menu is located at the settings tab, in the signing settings sub-menu.

More information at Signing Settings.

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some 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 with this.

Best regards,

Christopher | DocuSign Community Moderator

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

J
1 person likes this
  • J
    jconway
C
Docusign Employee
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Thanks for your reply Christopher.

So to ensure customers get sent a copy of these documents including the certificate of completion do i need to ensure "Attach documents to completion email" & "Attach certificate of completion to envelope" is selected under envelope delivery ?

C
Docusign Employee
Forum|alt.badge.img

Hello,

Yes, they will receive it, but be aware that for the completed PDF to be included with the completed email notification, the size cannot exceed 5MB. If the completed documents are larger than 5MB, the email provides a link to the documents on the DocuSign system.

Let us know if you need further assistance with this.

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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