Configure post processing
Last updated
Last updated
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SigningHub gives you the option to configure your workflow to send a copy of the completed document(s) to your choice contacts. This could be useful when a workflow document has multiple owners, and/ or each stakeholder wants to have the final document copy after being signed by all the recipients/ placeholders. You can also configure SigningHub to send the completed documents to your cloud drives to save the allowed storage space of your SigningHub account.
Click on the 'Post-processing' button.
The 'Post Processing' dialogue box is displayed. Toggle on the required post-processing option.
The post-processing feature is a powerful automation feature and covers a variety of scenarios. One of the important scenarios is when you need to send the completed document to all recipients and other people who haven't registered on SigningHub yet but also need to see the completed document. To achieve this, you simply need to select both the check boxes and configure the settings accordingly. The system will, upon completing the document, send an email to all the recipients in the workflow package as well as to the selected contacts and provided email addresses. In addition, if you have enabled a cloud drive, it will upload the completed document to the enabled cloud drive also.
From the "Post Processing" dialogue box, turn on the "Send the document processing report (XML)" toggle. This will option allows the document processing report (XML) to be sent, for a workflow. By default, this option will be allowed for all new workflows. The document processing report (XML) will contain information about the actions as allowed in the enterprise settings or the integration settings.
The "Send the document processing report (XML)" check box will only appear for enterprise users.
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.
From the "Post Processing" dialogue box, turn on the 'Send the completed document to all recipients' toggle.
From the "Post Processing" dialogue box, turn on the "Send the completed document to selected contacts" toggle.
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 the 'Plus' icon to add them to SigningHub's contacts list on the fly.
You can update the names of the recipients by using the edit button next to the corresponding contact. This will display the "Edit Recipient" dialogue box as shown in the image below.
You may also delete the contacts by using the 'Delete' icon next to the corresponding contact.
Click the "Save" button. The information entered in the dialogue box is saved for the workflow package.
