Hi.
I’m working in a sandbox environment and surprised that I’m able to download and print a Certificate of Completion and documents even though the envelope is still in progress with some signers still to sign and complete required fields?
I didn’t expect to be able to download a CoC until all required fields were actioned and the envelope was completed. Is this available in the production/live version of the platform - it somehow doesn’t seem right?
Many thanks.
Kenneth
Hello
Thanks for reaching out, and a warm welcome to the Docusign Community! Great question!
I reproduced the issue on my Demo account, and yes, I was able to download a CoC even though the envelope was not yet completed. It looks like it is expected behavior in the Sandbox account.
While it's not possible to block recipients from downloading or printing documents within the eSignature workflow, you can customize the user interface. The ability to remove download or print buttons from the user interface can be achieved by modifying the Signing Resource file. Resource files are optional files that allow you to control the text elements in your account signing view and emails. Article: Resource Files
Important: Customizing resource files is an advanced branding configuration option that can significantly impact your account, and should be done only by someone with expertise in XML and HTML. The master resource files are subject to change without notice. If you customize your resource files, after each release, Docusign recommends you review any changes and update your custom files as needed.
However, if the recipient has a Docusign account, they can still log into their account and then download and print a document.
Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.
Let us know if you have questions. Thank you!
Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to mark it as "Best Answer" so others can find it too!
Hello
How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved.
If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!
Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Back to Docusign.com
