You can also configure a template to automatically send the copy of your completed document(s) to your choice contacts, or upload them on your cloud drive, when applied on a workflow document. This could be useful when a workflow document has got multiple owners, and/ or each stakeholder wants to have the final document copy after being signed by all the recipients/ placeholders.

Set post processing in the template


After you have:


  1. Click  from the toolbar.

  2. The post processing dialog will appear. 
    1. Select the "Send the document processing report (XML)" check box, if you want the document processing report (XML) to be sent, for a workflow.
    2. Select the "Send the completed document to all recipients" check box, if you want to share the completed document copy with all the recipients of this workflow.
    3. Select the "Send the completed document to selected contacts" check box, if you want to share the completed document copy with your choice users/ contacts. For this you need to specify the contact names and their email IDs as explained below. 
  1. Irrespective of the enterprise settings or the integration settings, the document processing report (XML) will only be sent if the "Send the document processing report (XML)" option is allowed, in post processing. By default, the "Send the document processing report (XML)" option will be allowed for all new workflows.
  1. Click the "Via Email" tab and specify the contact(s) to whom you want to send the completed document. The added contacts will be listed accordingly under the "Recipients" header. Use  to edit the contact or  to delete any added contact from the list.
    Specify text (if any) in the "Email Content" field that will be sent to the selected contacts along with the completed document.

  2. Click the "Upload to Cloud" tab to configure uploading the signed document copy on cloud drives. Enable the drive(s) i.e. Google Drive, Dropbox, or OneDrive as required. The "Upload to Cloud Drive" tab is shown when the cloud drives are enabled from your Cloud Drive settings. 

  3. Click the "Save" button.
    The document will be emailed to all the recipients, selected contacts, and/ or uploaded on the enabled cloud drives accordingly, when it is signed by all the recipients/ placeholders.
  1. Only the enabled cloud drives from the "Cloud Drives" tab in My Settings will appear under in the "Upload to Cloud Drive" tab.
  2. The availability of Cloud Drive feature is subject to your subscribed service plan. If you cannot find this option in your account, upgrade your service plan or contact sales.


See Also