Download

As a signer or approver, you have the option to download the document.  When you choose to download a document, the document will be downloaded to your device.  The downloaded version of the document will be a reflection of the document in its current state at the time of download and will include both the certificate of completion and the audit trail.  The download will also include any data fields where a recipient has completed the process.

To download the document from the signing process

  1. Begin the signing process as if you're going to sign the document
  2. Click More Actions next to the complete button at the top right.
  3. Choose Download

 

Tip:  If you want to download the document but do not want to include the certificate and audit trail, do one of the following:
  • Use the print action. Then, choose to save a .pdf instead of sending to printer.
  • Use the Print & Sign action to download the document and then exit the process prior without uploading the signed document