trevorewen | Posts: 43

Partial Document in Email

Monday, September 19, 2016 at 05:37am
0 votes
Dealing with another tricky requirement. For one of the signers, it is requested that the email contain only the signature page (and not any of the additional pages). Is there a good way to specify what pages should be sent out in the follow-up email post-signature?
Approved Answer
mwilliams | Posts: 957

Reply to: Partial Document in Email

Tuesday, September 20, 2016 at 08:13am
0 votes
Unfortunately, in the auto emails, it's all or nothing. What you'll have to do is what I suggested would be the likely outcome, above; you'll need to send the individual document to the client yourself.
mwilliams | Posts: 957

Reply to: Partial Document in Email

Monday, September 19, 2016 at 05:14pm
0 votes
I will have to check with support on this. They would be the ones to set this up, if possible at all. The signature page is its own individual document within the package? Otherwise, it'll be the case where you need to turn off the notification of download and attaching document to the email and send the email with the single document, yourself. I will let you know what I find out from support, in the morning.
trevorewen | Posts: 43

Reply to: Partial Document in Email

Tuesday, September 20, 2016 at 07:51am
0 votes
Thanks mwilliams I'll check with them to see if this is a very important requirement. If so, I can do the email server side of it, and just retrieve the document and grab the according page. Let me know what they say.

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