Problem: Customers will sometimes be asked by their customers for the DocuSign Certificate of Completion after signing a document through DocuSign to validate its authenticity.
Solution:
- If the agent has access to their DocuSign:
Within the DocuSign Manage Page, there will be the previous envelope for the DocuSignature. Click on the envelope for the DocuSignature and then click the Details View. Within the Details view, there will be a button for More, the drop-down within More will show the option for History. Click History, and the option to download the Certificate of Completion should be there.
- If they do not have access to their DocuSign:
We will need to CC the account manager into the email asking them are they able to obtain the DCC.