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Attach a copy of the signed agreement in the final email to the recipients

 

Adobe Acrobat Sign Guide

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Overview

Administrators have the option to deliver a PDF copy of a signed agreement to the internal and/or external participants upon the successful completion of the signature process.

 

The option to attach the PDF can be configured at the account and group level.  

 

The delivered PDF is attached directly to the email and is secured with the Adobe Acrobat Sign CDS signing certificate to ensure the document is a certified copy of the legally signed original on the Acrobat Sign server.

 

Administrators should consider the nature of the content exposed/collected in their documents and evaluate the benefits/risks of delivering a copy of that document in email format. If copies are not delivered to the recipients, a system for providing copies of the signed document to external signers should be established.

 

Note:

Attaching a PDF copy of the signed document is a prerequisite to enable the functionality of attaching an audit report or a CSV of the data collected on the document.  

Attached PDF in email

Configuration options

To enable the option to attach a PDF to the final email, navigate to Account Settings > Global Settings > Attach a PDF copy of the signed document in emails sent to.

This feature can be enabled at the account and/or group level.

The controls allow for limiting the delivery audience:

  • All recipients - All parties involved in the agreement process will get a copy of the document.
  • Internal recipients - Only participants that are internal to your Acrobat Sign account will get the document.
    • Note that internal recipients have direct access to download a copy of the original agreement on the Manage page of their Acrobat Sign account.
  • External recipients - Only participants that are external to your Acrobat Sign account will get the document.
    • Note that external recipients do not typically have direct access to the agreement on the Acrobat Sign system. External recipients that want a copy of the document must contact your organization to request a copy.
  • No one - the PDF is not attached in the final email.
Attached PDF in email controls