How to allow users to choose their preferred document download format?

Administrators can configure the document download options setting to allow users to choose their preferred document download format. When the User Preference option is enabled, each user can select whether completed documents are downloaded as a combined PDF or as separate PDFs in a ZIP file.

Steps to set the document download option to user preference

To allow users to manage their own document download format:

• Navigate to Settings.
• Under Business Profile, locate Document download Options.
• Select User Preference from the drop-down menu.

• Click Save Changes.

What happens when user preference is enabled?

When User Preference is enabled, users can choose how completed documents are downloaded.

Available options include:

• Combined – Downloads all completed documents as a single PDF file.
• Individually – Downloads each completed document as separate PDF files within a ZIP archive.

Downloading documents

When user clicks Download document for a completed document, a dialog box appears prompting them to select a download format.

1. Click Download Document from either of the following locations:

The Document Overview page of a completed document.

The Download Document option available from the document actions menu on the My Documents page.

2. Choose one of the following options:

   • Combined
   • Individually

3. Click Download.

4. The document is downloaded based on the selected option.

The same behavior applies to both senders and signers when downloading completed documents from the BoldSign application.