DocuSeal works best when signer roles and required fields are tested before real requests are sent. Keep completed files and their records together, and check the additional license terms before changing public-facing branding or notices.
Upload a representative document, place required fields and test the recipient experience before sending real requests. Keep signer roles unambiguous and retain the completed document with its associated records. Review the project’s additional license terms and separate paid capabilities before customizing a public-facing deployment.