Audit report for each document
Audit report
Request - to have the audit report download with each individual document that is signed by the client.
If I send a client an envelope to sign 5 documents, then we only gain one audit report. If 2 of these documents need to go to a thrid party they will not accept them as the audit report and the document signed are downloaded in separate files, they sometimes require the document signed to have the audit report enclosed in the signed file.
This causes an issue for our clients as the work around is to send them 5 different envelopes to achieve this.
If i was a client i would find this very frustrating going through the same process 5 times.
Anonymous
shared this idea
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Salvatore Giarrusso commented
I have files moving around
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Ok I have something going on here where it’s saving my passcodes into a worksheet and then saving it to PDF and then it gives permissions to everybody