Salespeople keep forgetting to add required fields

Hello ​@PradnVoq 
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.

Thank you for sharing these details. I completely understand how frustrating it can be to receive incomplete documents and then have to go back to customers for corrections. Based on what you’ve described, here are a few options within DocuSign that may help address these challenges:

1. Required Fields – To prevent recipients from completing documents without all the necessary information, you can set fields as Required when preparing the envelope. This ensures signers cannot finish signing until those fields are completed.

2. Field Visibility – By default, senders can view all fields when preparing an envelope. If you’re only seeing your assigned fields, this may be related to how the roles/permissions are set during envelope creation. Adjusting these settings should allow you to review all fields before sending.

3. Custom Orders Without Templates – Even if you can’t rely on full templates, you may want to explore Template Matching or Saved Fields/Custom Fields, which allow you to quickly apply standard sets of fields to new documents. This can help reduce errors for custom orders.

4. Subscription Level – Since you’re on a Standard plan, you may not have access to some advanced automation features (like Conditional Logic or Advanced PowerForms). If your process consistently requires complex customizations, it might be worth considering an upgrade to take advantage of those capabilities.

In the meantime, a practical workaround is to build a checklist of required fields and ensure they are marked as “Required” before sending the envelope. This should greatly reduce the number of incomplete submissions.
 

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Sincerely,

Ma. Cassandra | Docusign Community Moderator
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Hello ​@PradnVoq 

How are you? I'm just checking in to see if you still need help. If yes, please 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!

If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Sincerely,

Ma. Cassandra | Docusign Community Moderator

If this helped, feel free to Like👍and click "Best Answer"

Hello - Thanks for checking. Unfortunately, the response provided won’t solve for my specific issue but I appreciate the suggestions.

Hello ​@PradnVoq 
I’m sorry that the issue remains unresolved despite my previous suggestions. If you can identify a more effective workaround, please consider sharing it here so that other community members experiencing the same issue can benefit from your findings. Thank you.
 

Sincerely,

Ma. Cassandra | Docusign Community Moderator

If this helped, feel free to Like👍and click "Best Answer"