forwarding signed documents

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Joseph Diale

• October 27, 2022 10:52

Can you set PandaDoc to send copies of every signed document to a recipient?

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• Official comment

  

  Christopher Ragland

  • October 09, 2023 20:39
  • Edited

  Hello Joseph,

  Thank you for reaching out via the Forums!

  Yes, this functionality is available with PandaDoc. 

  To do this on your account, you will follow these steps:

  1. Click on the icon at the bottom of the navigation bar
  2. Click 'Workspace defaults'
  3. Scroll down to 'Email attachment' and click on the box
  4. Click 'Save changes' 

  

  Just in case, we have an article in our Help Center that you can view and bookmark for easy reference. 

  Thank you for choosing PandaDoc!

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