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How to prevent sending the final signed document to signers?
Published:
1 min read
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 theBusiness 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.
- 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.