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How to get the completed DocuSign documents + certificate of completion
How to get the completed DocuSign documents + certificate of completion
Chris Blaser avatar
Written by Chris Blaser
Updated over a week ago

DocuSign forms can be completed in two ways by the customer.

  1. In-Session: The customer can choose to complete the DocuSign signing experience while completing the Prelim form in an in-session signing experience.

  2. Email Invite: Alternatively, the customer may choose to invite a different person to complete the DocuSign experience.

When the DocuSign has been completed by all signers, a file named DocuSign will appear in the Files tab for that application in Prelim.

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To download the file, click download next to the file. This file will contain the collated pdfs as well as a DocuSign certificate of completion.

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