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Docusign Services

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Docusign Services

Post-Installation Configuration

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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

  1. Go to Setup > Build > Develop > Custom Settings.
  2. Click Manage for DocuSign System Properties.
  3. Click Edit for System Properties.
  4. Select the Include Certificate checkbox.
  5. Click Save.

To enable retrieve as a combined document feature

  1. Go to Setup > Build > Develop > Custom Settings.
  2. Click Manage for DocuSign System Properties.
  3. Click Edit for System Properties.
  4. Select the Retrieve as Combined Document checkbox.
  5. Click Save.

To enable attach certificate of completion to the envelope pdf feature in docusign account

  1. Go to https://www.docusign.com.
  2. Log into DocuSign using your credentials.
  3. Click the User Menu and select Preferences.
  4. Under Account Administration, select Features.
  5. Select the Attach the Certificate of Completion to the Envelope PDF checkbox.
  6. Click Save.
Note:

If you are using the Related Agreements feature, the Certificate of Completion is returned only to the Primary Agreement.

Administrator Guide
Salesforce
DocuSign Services

December 20, 2024