How to include the signed documents in the BoldSign Sender Identity notifications

In BoldSign you have an option to automatically include the completed signed document as an attachment in the Sender Identity completion email. This helps streamline document delivery and ensures recipients receive the signed copy directly in their inbox.

Follow the steps below to activate this feature:

1. Navigate to API → Sender Identities.
2. Hover over the desired Sender Identity Name to reveal the three-dot menu.
3. Click on the three-dot menu to open the context menu.

4. Select Email Notification from the available options.
5. The Notification Dialog will appear.
6. Enable the option: “Include Signed Document as an Attachment.”

Please Note:

• If the completed document is larger than 5 MB, it will not be attached to the email.
• Instead, the recipient will receive an email with a secure download link to access the signed document.
• If the document is less than 5 MB, the signed copy will be attached directly to the email.