The Store Signed PDF setting provides the ability to store signed documents as a PDF within the ENVELOPES tab.
The SETTINGS tab is available for all RSign® user roles (Customer Admin, and User). Users assigned the administrator roles can view the PERSONAL and the COMPANY subtab and override user-level settings.
This setting is available under the COMPANY and PERSONAL tabs. If you do not see the options described in this article and wish to add them, please contact your RPost Customer Success or Sales representative to enable them.
To enable this setting, please follow the steps outlined below:
1. Click the SETTINGS > Storage.
2. Scroll down the Option column and select Store Signed PDF to manage the setting.
Store Signed PDF has the following options:
N: No copy of the signed and completed documents will be saved in the Envelopes tab.
Y: A PDF copy of the signed and completed documents will be saved in the Envelopes tab.