Testing a Document

Question

We are creating a rather complex document / form for someone to sign.  They need to answer questions (yes/no and true/false) and are using conditional formatting for a few of them as well.  However, we would like to test out the form before sending it but it seems like the only way to test is to send it to ourselves.  Is there any way a document can be viewed/tested without going through the signing process?  It would be a big help!  Thanks.

Jenny.Martin · Accepted Answer

Hello ​@ddailey2457,Welcome to the Docusign Community! We appreciate you taking the time to participate. Thank you for your question.While you can’t fully bypass the signing process when sending documents for signature, you do have a few options to test your documents before sending.You can use the “Preview” function to preview your envelope and documents within the web interface without sending them out.Use a Docusign Developer (demo) account, which will let you simulate, sign, and send envelopes in a risk-free environment. You can sign up for a free developer account here👉Get your free developer account.Note: We're converting this Topic to a Question in the meantime. Please let us know if you have any further questions. Thank you!Best Regards,Jenny |Docusign Community ModeratorIf this helped,like 👍and mark it as “Best Answer” so others can find it,too!

Jenny.Martin · Answer

Hello ​@ddailey2457,I hope you're doing well.I'm following up on the above solution provided. Could you please confirm whether itaddressesyour question? If it did,can you please mark it asBest Answer✅" to assist other users with similar inquiries and improve its visibility.Let us know if we can help with anything else.Wishing you a smooth rest of your day!Best Regards,Jenny |Docusign Community Moderator

Sign up

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.

Docusign 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.