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Is it possible to hide the attachments in the final completion email?

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Yes. In BoldSign, you can send the completed documents as a link in the email rather than as an attachment. Once all the parties have signed the document, the recipients will receive an email with a link to view and download the signed document.

Follow the steps below to hide the attachments in the final completion email:

  • Click on the Branding on the Settings menu to go to the Manage Brands page.
  • On the manage brands page, click on the Create New Brand button.

Create new brand button

  • You will be taken to the Create New Brand page, add the brand name, logo, and color, and switch to the Advanced tab.
  • On the Deliver the signed document in email as section choose the Link to view and download document option from the dropdown arrow.
  • Click the save button and your brand will be created successfully.

Link to view and download document option

  • If you already have a brand, you can select the Link to view and download document option using the Edit Brand option.
  • While creating a document, on the prepare document for signing page, select the brand in which you have selected the Link to view and download document option, and then send the document for signature.

Select brand section

  • Once the signer has signed the document, they will receive an email with a link to view and download the signed document as shown below:

Email

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