Document completion

Estimated reading: 1 minute 58 views

Introduction

Once the document signature process has been completed, the sender can control who will receive email notifications with a signed copy and certificate of completion.  

Step-by-Step Instructions

1.Click Settings on the left navigation panel. 

  1. Choose Account Settings.

3.Choose Sending Options from the Account Settings side pane.

4.Navigate to Upon Document Completion.

5.Choose whether the completed documents should be sent to:

    • All Recipients
    • Only Sender
    • None

6.Choose whether you want to send a signed copy and certificate of completion:

    • As email attachments
    • Or through document links in an email
  1. Click Save.

Tips

  • Use All Recipients if everyone involved needs a copy.
  • Sending via document links can be more secure and efficient.

Related Articles

Admin Guide - Previous User Management and Access Control in Zoho Sign Next - Admin Guide Document ID

Recently Viewed articles

Leave a Reply

Your email address will not be published. Required fields are marked *

Learn how we helped 100 top brands gain success