Download page Retrieving DocuSign Certificate of Completion.
Retrieving DocuSign Certificate of Completion
You can retrieve DocuSign Certificate of Completion combined with the fully signed document or as an individual document. Include Certificate check box must be selected to enable this feature. It works in combination with Retrieve As Combined Document checkbox. To enable this feature, you must have at least one recipient in the DocuSign Recipient related list and at least one document in Notes & Attachments related list.
Refer to the following table to learn more about the behavior of these custom settings.
Scenario
Include Certificate checked?
Retrieve as a Combined Document checked?
Attach Certificate of Completion to the Envelope PDF checked? (In DocuSign Account)
Behavior
Scenario 1
No
No
No
Admin receives the final signed PDF (separatePDFs of multiple documents are attached) but the Certificate of Completion is not received.
Scenario 2
No
Yes
Yes
Admin receives the final signed PDF with the last page containing the DocuSign Certificate of Completion.
Scenario 3
Yes
Yes
Yes
Admin receives the final signed PDF with the last page containing the DocuSign Certificate of Completion.
Scenario 4
Yes
No
No
Admin receives the final signed PDF (separatePDFs of multiple documents are attached) and a Certificate of Completion both as a separate document.
Scenario 5
Yes
Yes
No
Admin receives the final signed PDF but the certificate of Completion is not received.
To enable include certificate feature
Go to Setup > Build > Develop > Custom Settings.
Click Manage for DocuSign System Properties.
Click Edit for System Properties.
Select the Include Certificate checkbox.
Click Save.
To enable retrieve as a combined document feature
Go to Setup > Build > Develop > Custom Settings.
Click Manage for DocuSign System Properties.
Click Edit for System Properties.
Select the Retrieve as Combined Document checkbox.
Click Save.
To enable attach certificate of completion to the envelope pdf feature in docusign account
