DocuSign - Multiple Signature Status
Hello - I am new to the DocuSign integration process and am looking to launch this at my organization.
Is there a status or a configuration I can enable in Smartsheet that will show me the signature status when multiple people are part of the process? I have enabled the tracking column (Step 5 of the configuration) with a test process that requires two signatures. After DocuSign is sent and signed by the first person, the status column stays in "Sent" status. It will only update to "Completed" when the second person completes their signature. This doesn't allow me to have insight into whose queue the document is pending in.
DocuSign has tracking that makes it easy to see the status of each recipient and I'm hoping Smartsheet has something similar that I need to enable.
Any other recommendations or words of advise is appreciated as I continue testing.
Best Answer
-
You have probably found out by now that the status updates don't included the granular detail of how many have signed in a multi-signature document - per this help article.
It is, however, a good idea, where you may wish to request this feature.
While not the same issue, I requested the feature of rolling up the separate tracking columns into one, here.
You can use this link as a springboard to create your own request.
Hope this helps and that you have a great day,
Jason Albrecht MBA, MBus(AppFin), DipFinMgt
LinkedIn profile - Open to work
Answers
-
You have probably found out by now that the status updates don't included the granular detail of how many have signed in a multi-signature document - per this help article.
It is, however, a good idea, where you may wish to request this feature.
While not the same issue, I requested the feature of rolling up the separate tracking columns into one, here.
You can use this link as a springboard to create your own request.
Hope this helps and that you have a great day,
Jason Albrecht MBA, MBus(AppFin), DipFinMgt
LinkedIn profile - Open to work
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.5K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 145 Just for fun
- 62 Community Job Board
- 465 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives