Category / Section
Is it possible to hide the attachments in the final completion email?
Published:
2 mins read
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.
- 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.
- If you already have a brand, you can select the
Link to view and download document
option using theEdit 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.
- 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: