Once all recipient signing actions have been completed, or another finalisation action has been undertaken, the bundle will automatically be moved to the Completed stage.
Once the bundle moves to the Completed folder you will receive an email notification. You must then download and save the finalised documents to your document management system.
The Completed folder is the only stage that counts toward your Inbox Storage Limit.
Related: Bundle Stages.
Document Finalisation Mode
The way that your business, and your recipients, receive the email advising that the bundle has been finalised can be set in your Administrative Settings.
Email with download link means that once the bundle has been finalised the client will receive an email directing them download their documents by clicking a link. The client will then be taken to a webpage where they are able to download and save their documents. This method allows you to retain multi-factor authentication security to access the signed documents. This will likely be your preferer method if you are using the ‘SMS to View’ option as your recipient verification mode. Read more about the FuseSign Credit System in relation to accessing documents via the download link.
Email with attachments means that once the bundle has been finalised the client will receive an email with the signed documents included as attachments. This method means that multi-factor authentication security is NOT APPLIED to the access of the signed documents.
Firm Finalisation Email
Your Administrative Settings will determine if the finalisation email received by the firm will include the signed documents as attachments. Email may enhance your process for downloading and saving the documents to your document management system (see below).
Downloading Signed Documents
Once you receive an email notification that the bundle has been finalised you must then download and save the finalised documents to your document management system.
If your firm has opted to receive the signed documents as email attachments you can use your regular document saving protocol to save these to your document management system, then archive the bundle.
To download the signed documents directly from FuseSign navigate to the bundle in the Completed Document Bundles Folder.
Click Download to download a .zip file containing all of the documents > unzip the file and use your regular document saving protocol to save these to your document management system.
Alternatively > open the bundle > navigate to the Bundle Actions panel > select, preview, and download each document individually and save to your document management system.
Circumstances may arise where you are unable to collect all of the required signatures via FuseSign. For example, a recipient may have chosen to print and sign the documents.
You can still finalise the bundle and certify the documents with the signatures that have been already collected, using Finalise Now.
Finalise Now will cancel all pending signing actions so it is important to ensure that any recipients who still wish to sign via FuseSign complete their actions before the Finalise Now action is triggered.
Step 1: Open the Active document bundle folder > select the bundle you require.
Step 2: Scroll to the bottom of the bundle review screen > click Finalise Now.
Step 3: Enter a reason for the early finalisation which will be added to the bundle audit trail > click Cancel Actions.
Example Finalised Documents
Sign Entire Document
Signers initials are applied to bottom corner of document (if enabled) and electronic signing certificate attached with audit trail transcript.
Signers signature appears in placeholder specific locations and electronic signing certificate attached with audit trail transcript.
If you have any questions, please contact our office at firstname.lastname@example.org