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How To See Completed Envelopes Using Docusign

Are you looking to streamline your document signing process?

DocuSign may be the solution you’ve been searching for.

In this article, we will guide you through the steps of creating, sending, and signing envelopes using DocuSign.

We will show you how to view completed envelopes, check their status, and view signed documents.

Discover how this electronic signature platform can simplify your workflow and enhance your document management experience.

What is DocuSign?

DocuSign is a digital transaction management platform that allows users to electronically sign, send, and manage documents securely.

  1. With DocuSign, users can streamline their workflows, reduce paperwork, and increase efficiency by seamlessly integrating electronic signatures into their document processes. This innovative platform offers a wide range of features such as document tracking, authentication, and secure storage, ensuring that all transactions are legally binding and tamper-proof.
  2. Industries across the board, from real estate to healthcare, have embraced DocuSign for its time-saving benefits and enhanced security measures. By enabling swift and convenient electronic signing, DocuSign has revolutionized the way businesses handle agreements and contracts, propelling them towards a paperless future.

How Does DocuSign Work?

DocuSign operates by facilitating the electronic signing and processing of documents, streamlining workflows and ensuring secure transactions.

Users can easily create documents within the DocuSign platform, either by uploading existing files or using templates provided by the system. Once the document is created, recipients are notified to review and sign digitally, saving time and effort. DocuSign’s intuitive interface allows for a smooth and efficient signature collection process, with options for multiple signers and sequential signing order. After all parties have signed, the completed document is securely stored in the cloud, accessible for future reference or audit trail purposes.

Creating an Envelope

Creating an envelope in DocuSign involves compiling the necessary documents, specifying signers, and setting signature fields for completion.

To begin the process, the user will first need to log in to their DocuSign account and select the option to create a new envelope.

Once the user has uploaded the documents that require signatures, they can then add recipients by entering their email addresses.

After specifying the signers, the next step involves customizing the signature fields by placing them in the desired locations within the document. This customization allows the recipients to easily see where they need to sign, initial, or add any additional information required.

Sending the Envelope for Signature

Sending an envelope for signature in DocuSign involves selecting recipients, defining signing order, and initiating the signing process.

Once the recipients are chosen, the sender can easily establish the signing sequence to ensure that documents are signed in the specified order. This step plays a crucial role in streamlining the signature process, especially for multi-party agreements or contracts. By setting up the signing order, the sender can create a smooth workflow, allowing each recipient to review and sign the document without any confusion. Initiating the signature process prompts each recipient to electronically sign the document, maintaining a secure and efficient method of obtaining signatures through DocuSign.

Signing the Envelope

Signing an envelope in DocuSign requires recipients to review the document, add their signatures, and confirm the completion of the signing process.

Once the recipient accesses the DocuSign link provided in the email notification, they are guided through the document with clear markers for where to add their signatures. After reviewing the content, the recipient can simply click on the designated signature fields to electronically sign the document. Once all required signatures are added, the system prompts the user to confirm the completion of the signing process. If any additional information or changes are needed, recipients can easily make annotations or request edits within the document before finalizing the signing process.

How to View Completed Envelopes Using DocuSign?

To view completed envelopes in DocuSign, users need to access their DocuSign account and navigate to the ‘Completed Envelopes‘ section.

Once in the ‘Completed Envelopes‘ section, users can easily locate specific envelopes by using the search function provided. By typing in keywords or recipient names, users can quickly filter through their completed envelopes to find the one they are looking for. This efficient search feature saves time and streamlines the process of managing envelopes in DocuSign. Users can also organize envelopes by date, status, or other criteria to better manage their completed documents within the platform.

Accessing Your DocuSign Account

Accessing your DocuSign account requires entering your credentials on the login page to gain access to your dashboard.

Once you have entered your username and password, you will be directed to the dashboard where you can manage your documents and transactions. From the dashboard, you can explore various features such as sending out documents for signature, tracking the status of documents, setting up templates for recurring use, and managing your account settings.

Navigating through the dashboard is intuitive, with clear menu options to help you easily locate the tools you need. By understanding the steps for logging in and navigating the dashboard efficiently, you can make the most of your DocuSign experience.

Navigating to the Completed Envelopes Tab

To find completed envelopes, users should locate and click on the ‘Completed Envelopes’ tab within their DocuSign account interface.

Once you click on the ‘Completed Envelopes’ tab, you will be able to easily access all the envelopes that have been successfully completed and are ready for viewing. This tab is crucial for users who need to track the progress of their signed documents or review important information within the envelopes. By navigating to this section, users can efficiently manage their completed tasks and ensure that all necessary actions have been taken. The ‘Completed Envelopes’ tab simplifies the process of monitoring and accessing finalized documents in one convenient location.

Using the Search Function to Find Specific Envelopes

Utilize the search function in DocuSign by entering keywords or recipient names to locate specific completed envelopes efficiently.

  1. One effective search parameter within DocuSign is the ‘Date Range’ filter, allowing users to narrow down results by choosing a specific time frame. By inputting the date of when the envelope was completed, users can quickly pinpoint the desired document.
  2. Users can use the ‘Status’ filter to distinguish between envelopes that are completed, sent, or awaiting signature. This filter helps in streamlining the search results based on the current status of the envelopes, making it easier to find the necessary information.

How to Check the Status of Completed Envelopes?

Checking the status of completed envelopes in DocuSign involves understanding different statuses and using filters to sort envelopes accordingly.

By navigating to the ‘Completed’ section in your DocuSign account, you can easily review the status of your envelopes. Each envelope will display a status indicator, such as ‘Completed’, ‘Declined’, or ‘Void’. These indicators provide valuable information on the progress of your documents. Utilizing filters like date range or sender name can help you categorize envelopes for quick access. Once you have identified the status of an envelope, you can manage the completed documents by downloading them for your records or taking further action as needed.

Understanding the Different Statuses

DocuSign offers various statuses for completed envelopes, such as signed, pending, or void, indicating the progression and finalization of document transactions.

Each status in DocuSign serves a specific purpose in reflecting the stage of completion of a transaction. For instance, when an envelope is marked as ‘signed,’ it signifies that all parties have successfully signed the document. On the other hand, a ‘pending‘ status indicates that the transaction is awaiting approval or additional signatures. If an envelope is marked as ‘void,’ it means that the document is no longer valid, and the transaction has been cancelled or nullified. Understanding these different statuses is crucial for tracking the progress and status of important document transactions.

Using the Filters to Sort Envelopes by Status

Employ filters in DocuSign to organize completed envelopes based on their status, making it easier to track and manage documents effectively.

By using filters, you can categorize envelopes according to their status, such as ‘completed,’ ‘waiting for signature,’ or ‘draft.’ This categorization helps streamline your document management process by allowing you to quickly identify the status of each envelope. Utilizing filters enables you to focus on specific groups of envelopes at a time, making it easier to prioritize and take action accordingly.

To optimize your workflow, consider setting up custom filters based on your unique document processing needs, ensuring a more efficient and organized approach to managing your envelopes.

How to View Signed Documents?

Viewing signed documents in DocuSign involves opening the completed envelope and accessing the signed document within the interface.

  1. Once you have navigated to the completed envelope, you can easily locate the signed document by clicking on it. This will display the details of the signature, including the date and time of signing, the name of the signer, and any additional information provided during the signing process.
  2. From here, you can review the signature details to ensure the authenticity of the document and access any other pertinent information associated with the signing event. This streamlined process allows users to quickly and efficiently view signed documents and verify their validity.

Opening the Completed Envelope

To view signed documents, start by opening the completed envelope containing the signed document within your DocuSign account.

  1. Once you have logged into your DocuSign account, navigate to the ‘Inbox’ section where you can find all your envelopes.
  2. Locate the specific envelope marked as ‘Completed’ to access the signed document.
  3. Upon opening the completed envelope, you will be able to view the signed document in its entirety.

It is crucial to retrieve completed envelopes promptly as they contain legally binding signatures and important information. By following these steps, you can seamlessly access and review the signed documents within your DocuSign account.

Viewing the Signed Document

Once the completed envelope is open, users can view the signed document, review signature details, and confirm the authenticity of the signatures.

To access signature details within the signed document, users can simply click on the signature fields or tags, allowing them to see pertinent information such as the name of the signer, date and time of signing, and any additional notes provided during the signing process.

Verifying the authenticity of the signatures can be done by comparing them to the signers’ known signatures or by checking the digital certificate attached to each signature for validation.

After reviewing and confirming the signatures, users have the option to manage the signed documents by downloading them for safekeeping or sharing with other stakeholders.

What Other Information Can Be Seen in Completed Envelopes?

In addition to signed documents, completed envelopes in DocuSign display sender and recipient information, time and date of signature, and an audit trail of the transaction.

These envelope details provide a comprehensive overview of the document transaction, offering insights into who initiated the process and who received the final signed copy. The signature timestamps allow for precise tracking of when each party digitally signed the document. The audit trail visibility in DocuSign captures every action taken within the envelope, showing the sequence of events and providing a detailed history of the document’s journey from creation to completion.

Sender and Recipient Information

Completed envelopes provide insight into sender details, recipient information, and the transaction history, offering transparency and accountability.

This sender and recipient information plays a crucial role in ensuring that the intended communication reaches the right individual in a secure and efficient manner. By including sender details, envelopes establish the origin of the communication and hold the sender accountable for the content enclosed. On the other hand, recipient information ensures that the message is delivered to the intended party, safeguarding privacy and promoting effective communication. Envelope metadata allows for tracking the transaction history, enabling both parties to monitor the progress of the communication and ensure its completion.

Time and Date of Signature

The time and date of signature in completed envelopes indicate when each party signed the document, creating a timestamped completion record for reference.

These signature timestamps play a crucial role in tracking the progress of a document as it moves through different parties. By having a clear indication of when each signature was affixed, organizations can easily identify bottlenecks or delays in the signing process.

Signature timestamps are essential for ensuring transaction accuracy, providing a concrete record of when commitments were made. This helps in resolving any disputes that may arise regarding the timing of certain agreements or actions outlined in the document completion process.

Audit Trail of the Envelope

The audit trail of an envelope in DocuSign maintains a comprehensive record of all actions taken during the transaction, ensuring compliance and accountability.

This record plays a vital role in tracking the sequence of activities within the envelope, allowing for a detailed overview of who accessed the document, when changes were made, and any approvals or rejections that occurred. By capturing every step of the transaction process, audit trails serve as a critical tool in monitoring and documenting interactions, safeguarding against unauthorized alterations or fraud. These trails provide a transparent history of document interactions, offering a secure and reliable source of information for auditing purposes.

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