I uploaded a document and created all of the fields. I marked that the Sender (Mandatory) complete specific fields. When I test it, it only requires that I put the individuals to send it to and then sends it. What step am I missing to make sure the document is filled out before being sent?
Page 1 / 1
In the context of sending, "Mandatory" means that the sender cannot delete the field; it does not mean the sender must fill out the field. One thing you might consider is adding the sender as the first signer in the routing order. This way, when signing, the sender would have to fill out values for the required fields and once the sender completes, the envelope would move on to the real signer.
Reply
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationDocusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.