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How to prevent sending the final signed document to signers?

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By default, BoldSign sends the final signed document to all signers via email. Account administrators can disable this option in the notification settings to prevent the final copy from being sent to signers.

Follow the below steps to prevent the final copy of a document from being sent to signers:

  • Go to the Settings menu and click the Business Profile option.
  • You will be directed to the Business Profile page. Click the Notifications tab where you will find the list of recipient and CC recipient notifications options.
  • Disable the Document has been completed by all recipients notification under Recipient Notifications section.

business profile.png

  • Then click the Save changes button to save the changes.
  • Signers will not receive completion notifications or the signed document via email after this change.
  • This will only apply to the documents created after disabling the Document has been completed by all recipients notification.
  • Existing BoldSign users can still access completed documents via their dashboard, even if notifications are off.
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