Configure post processing

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.

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Set post processing in the template

After you have:

• Added the document,

• Added all the recipients and placeholders, and

• Configured workflow type in your template.

• The "Post Processing" dialog is displayed. The dialog allows sending emails to either all recipients or only the specific email addresses when the document is completed.

1. Click "Post processing".

1. The "Post Processing" dialog is displayed.

   1. Enable the "Send the document processing report (XML)" toggle, if you want the document processing report (XML) to be sent, for a workflow.

   2. Enable the "Send the completed document to all recipients" toggle, if you want to share the completed document copy with all the recipients of this workflow.

   3. Enable the "Send the completed document to selected contacts" toggle, 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.

   

2. Under the "Send via email" tab, select a contact from the drop down or enter an email address. In case no contact is found against the provided email address, you can click to add them to SigningHub's contacts list on the fly.

• If the "Enforce post-processing to send the completed document to all recipients" option is enabled in the user role settings, the document owner will not be able to share the document without setting the "send the completed document to all recipients" post-processing option.

• If the "Send the completed document to all recipients" enterprise default setting is checked, the "Send the completed document to all recipients" option in post-processing will be checked, by default, for all workflows created by users belonging to the enterprise.