How-to
Add Recipients
Add the people who will act on or receive a copy of your documents. You can specify a signing order, require additional authentication, and set other options. Signer Recipients must complete the required fields assigned to them, such as signature, ...
Set a Signing Order
If your envelope has more than one recipient, you can choose to set a signing order. The signing order helps you control the order where your recipients receive and sign your documents. A convenient signing order diagram helps you visualize how your ...
Activate Job Queue
To activate the DocuSign Job Queue Entry go to DocuSign Setup. Just click on the option JobQueue Setup and the Job Queue Entry is automatically created. Once the setup is done, this option will disappear and instead show this Always possible to see ...
Access Job Queue
Job Queue can always be found searching for Job Queue Entries. Once the Job Queue is setup it's easy to access from DocuSign Setup
Require Status = Released
By default it is possible to create a DocuSign document and email it for signature. It is however possible to require Status = Released before initiating the signature process. This is done in DocuSign Setup When activated the user will get an error ...
Show all Logs
Search for DocuSign Envelope Logs This page will show all Logs regardless of Document Type and Status. From here it's possible lookup Envelope Also possible to access the list from DocuSign Setup
Show all Envelopes
Search for DocuSign Envelopes The list will show all envelopes regardless of Document Type and Status. From here it's possible to lookup the Source Document and the Log. Also possible to access list from DocuSign Setup
Setup Report Parameters
In DocuSign Setup, Related, select DocuSign Report Parameters Select New Fill in with Report ID (this is an example for Sales Quote) Select OK and you will be prompted like this. Just click OK to accept. You will now return back to the list and it ...