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Document completion

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Zoho Sign document completion settings let the sender control who receives an email with the signed copy and certificate of completion once everyone has signed.

How to set document completion options

  1. Click Settings on the left navigation panel.
  1. Choose Account Settings.
  1. Choose Sending Options from the Account Settings side pane.
  1. Navigate to Upon Document Completion.
  1. Choose whether completed documents are sent to All Recipients, Only Sender, or None.
  1. Choose whether the signed copy and certificate of completion are sent as email attachments or as document links in an email.
  1. Click Save.

Tips

  • Use All Recipients if everyone involved needs their own copy.
  • Sending via document links can be more secure and efficient than large attachments.

Frequently asked questions

Who can receive the signed copy and certificate of completion?

You can choose to send it to all recipients, only the sender, or nobody at all, depending on your Sending Options.

Can completed documents be sent as a link instead of an attachment?

Yes, you can choose between sending the signed copy and certificate as email attachments or as document links within an email.

Need help?

Need help configuring document completion settings in Zoho Sign? Contact support@thoughtlogik.com or see our Zoho implementation services.

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