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Download the signed document

As soon as every signer has signed (Done status), TrueSign automatically attaches the signed PDF to the Salesforce record — signer-filled fields included. No action required.

Where to find it​

  • Record files — the signed PDF appears in the Files section, named per the format configured by your administrator (e.g. Contract_Acme_signed_2026-07-07.pdf).
  • "Download signed" button — on the request card in the sending component, in the Status component's action bar, and in the dashboard's ⋮ menu. The button only appears once the signed PDF exists.

Each signer separately receives their signed copy by email via Yousign, with the proof certificate.

PDF not showing up?​

  1. Check that the request is in Done status — until every signer has signed, there is no final document.
  2. Click Refresh on the request: if the webhook is not configured (or a notification was missed), manual sync retrieves the status and the document.
  3. Still nothing? See the FAQ or ask your administrator to check the logs.
Duplicate guard

The signed PDF is attached only once, even if the Yousign notification is received multiple times — no duplicates in your files.