Set "Attach a PDF to email" as default
When you have signers, there is currently a place in the "Manage" section to toggle in order to attach a PDF directly to the email, instead of having to go back into the document in order to download a completed copy. This makes things easy when you're trying to complete other tasks.
By making this the default or giving users the option to set it as default, this would increase efficiency for all.
5
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Casey Hamel
shared this idea
You can set the default to attach a PDF to a completed document notification in Settings > Settings > Email attachment.Â
Check the box that says:Â
Attach a PDF of the completed document to email.Â
When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.Â
You can learn more here:Â
