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Participant
July 9, 2015
Question

Document Cloud - Need the option to choose which recipients get a completed copy

  • July 9, 2015
  • 1 reply
  • 329 views

I'm using Document Cloud to securely send forms to be completed and signed and it works great.  However for some processes I don't want all participants to get a copy of the finished form.  I need them to complete their section of the form and sign it so the form moves on to the next person in line, without seeing the confidential comments added by subsequent recipients.

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1 reply

Inspiring
July 10, 2015

Hello Pete_Davies,

If you are looking to disable the attached signed PDF not to be attached in final signed & filed email, then you can disable it by going to Account tab->Account Settings->Global Settings and uncheck "Attach a PDF copy of the signed document in email sent to " as No-one.( Provided you have P1 level premium account and above).

-Rijul