DocuSign
DocuSign is an electronic signature platform that helps businesses send, sign, and manage documents digitally.
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How to prevent users from choosing whether to send a link or attach a PDF in DocuSign

Here is how to prevent users from choosing whether to send a link or attach a pdf in docusign

  1. First click on the "Admin" tab in the top navigation menu
  2. Then scroll down in the Admin settings to  view more options
  3. Next click on "Signing Settings" in the left sidebar under the "SIGNING AND SENDING" section
  4. Then scroll down in the Signing settings menu
  5. After that, uncheck the checkbox for "Allow account users to decide if they should send a link or attach a PDF" to disable this option
  6. Finally click on the "Save Changes" button at the bottom of the page to apply the settings

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Why should you prevent users from choosing whether to send a link or attach a PDF in DocuSign

DocuSign is a powerful tool designed to streamline document management and electronic signature processes.

One valuable feature is the ability to control whether users send a document link or attach a PDF directly. This functionality enhances compliance and standardization within an organization.

By setting uniform sending methods, companies can maintain a consistent professional image, improve security, and reduce the risk of sending errors.

Overall, this feature supports efficient document handling and a seamless user experience.

Last update
March 9, 2026
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