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Hi! I’m feeling super frustrated and hope someone can help. We keep having incomplete documents signed by customers, which leaves us to either accept the docs as is without all the info, or go back to the customer and ask them to re-sign. My frustration stems from the following: 1) our sales people keep forgetting to add required fields to DocuSign docs before sending them for signature, 2) I can only see the fields assigned to me on the documents, so I can’t even double check to ensure all the required fields are included, 3) we can’t utilize templates in DocuSign for our orders, which are all custom, and 4) we have a standard subscription, so super basic capabilities. I’ve searched this community and online and can’t seem to find a solution for solving this in DocuSign. Has anyone else had the same issue and solved it?

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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