SignedXDisabling Attachments on Completion Emails
Control whether completed documents are sent as email attachments or accessed via a secure link, with added audit trail visibility.
Once an envelope is completed, SignedX automatically sends each recipient a completion email with access to their signed documents. By default, documents are included as email attachments.
However, some industries require that completed documents are not sent as email attachments. You can disable this in your settings so that recipients access their documents via a secure link instead.
Disabling email attachments
Go to Settings > Email Notifications.
Ensure both the following options are disabled:
- Send an envelope's signed documents as an email attachment.
- Send only a combined copy of an envelope's documents and certificate of completion.
Once turned off, completed documents will no longer be attached to emails. For more detail on all available notification settings, see your Email Notifications settings.
How recipients access their documents
With attachments disabled, recipients click the View Documents button in their completion email. They are then asked to re-authenticate — using a password or two-factor authentication if enabled — before accessing their signed documents.
From there they can view documents in their browser or download the files directly using the Actions menu.
Audit trail benefits
Disabling attachments also gives you added visibility. Each time a recipient opens and views their completed documents, the action is recorded in the envelope's audit log — giving you a clear trail of who accessed the documents and when.