Deliver clean page copies after signing with Split After Signing

When a document is signed, TrustPager saves the full signed copy with its Certificate of Completion attached. Sometimes you also need a clean copy of just certain pages, without the certificate, sent straight to a third party. Split After Signing handles that automatically.

A typical example: a mortgage broker collects a signed privacy consent from a client. The lender needs only page 1 — clean, no certificate. Rather than manually cropping and emailing it, you define a split on the template once. Every time that document is signed, TrustPager generates the clean copy and drops it into the client portal and/or emails it to the right people without any manual step.

Splits are defined on the document template, not on individual sends. Go to https://app.trustpager.com/content/documents, open a template, and go to its Settings tab. The Settings tab is available in both the section-based Document Builder (right sidebar) and the imported-PDF editor (tab at the top, alongside Fields and Signers).

Adding a split

Click Add split in the Settings tab. Each split has:

• Name — a label that identifies this split (for example "Consent Form - Lender Copy"). This also appears in the portal and email subject.
• Pages — which pages from the signed document to include. Enter a single page (1) or a range (1-2). Pages outside the document's range are ignored; if all pages are out of range, the split is skipped silently.
• File name — the filename of the generated PDF.
• Add to client portal — when toggled on, the clean copy appears in the client's portal under their documents so they can download and forward it.
• Email to — one or more recipients to receive the copy by email the moment signing is complete. Each recipient is either a signer on the document (chosen by role, resolved to the actual signer's email at signing time) or a fixed email address (for example a compliance inbox).

You can add more than one split if you need different page combinations sent to different places.

What the recipient gets

Each split is a flat PDF of the selected pages only. No Certificate of Completion is attached. It is not a redacted version of the signed document — it is a clean render of those pages, including any typed or drawn signatures that appear on them.

The original signed document, with its Certificate of Completion, is still saved and delivered as normal. Splits are additive: they do not replace anything.

Troubleshooting

• The split was not generated. Check that the page numbers you entered actually exist in the document. If every page in the range is out of bounds the split is skipped. Check https://app.trustpager.com/content/documents to confirm the template is saved correctly.
• The portal copy is not appearing. Confirm the opportunity has a portal set up and that the signer was invited as a portal member. If no portal exists at signing time, the portal delivery is skipped.
• Email was not received. For role-based recipients, confirm the signer's email was filled in before sending. For fixed-address recipients, double-check the address entered in the template.