How to include the signed document in sender identity completion Email?

BoldSign allows you to include the signed document as an attachment in the Sender Identity Completion Email when a signer completes the signing process. This guide will go through the process of including the signed document in the sender identity completion email.

For more details on creating sender identity through API, please refer to this article: Create Sender Identity

Enable the sender identity email notification

• Expand the API menu and select the Sender Identities option.
• You will be directed to the Sender Identities list page. Locate the sender identity for which you want to enable the attachment.
• Click on the three-dot menu next to the sender identity and select Email Notification from the drop down options.

• Enable the Email Notification option at the top.
• Scroll down and enable the Include Signed Document as an Attachment option at the bottom.

• Then click the Save button, and your changes will be updated successfully.
• Now, send a document on behalf of the sender identity user. For detailed steps, refer to this article: Send Document On-behalf
• Once the signer completes the signing process, the sender identity user will receive the signed document as an attachment along with the audit trail in the completion email.