The Attach Signed PDF for these Recipients setting provides the ability to decide who receives a signed PDF record of the completed document. There are several options available to give the user deep flexibility depending on requirements for privacy or compliance.
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 feature follow these steps:
1. Click on SETTINGS
2. From the left-hand available options, click on the Advanced tab and look for the Attach Signed PDF for these Recipients setting.
- Sender only: Once the documents are signed and completed, the sender will receive an email with a copy of the PDF of the completed documents. The signers will receive a link to view and download the completed document within the web browser.
- Sender and signer: Both, the sender and signers, will receive a PDF copy of the signed and completed document.
- Retrieval link: Once the documents are signed and completed, the sender and signers will be able to view and download the completed document within the web browser. No PDF document will be sent to them.
- Sender only and no email to recipient: After the signers, the recipients, sign the documents, the sender will receive the signed PDF document along with the signature certificate PDF in their inbox. Signers will not receive any communication.
- Sender only and recipient sign-in: After the signers, the recipients, sign the document, the sender will receive the signed PDF document along with the signature certificate PDF via email. Signers will receive an email with a link to log into RSign -or create a new free account if they don't have one already- to retrieve a signed copy. The document can be downloaded from the expanded completed envelope data in the Completed folder located in the home page.
- Sender retrieval link and no email to recipient: The sender will receive an email containing a button to view the signed document. Signers will not receive any communication.
- Sender retrieval link and recipient sign-in: The sender will receive an email containing a button to view the signed document. Signers will receive an email with a link to log into RSign -or create a new free account if they don't have one already- to retrieve a signed copy. The document can be downloaded from the expanded completed envelope data in the Completed folder located in the home page.
Note: This setting can be combined with the Access authentication feature for enhanced privacy and protection.