The DocuSign integration supports real-time status tracking in your sheet for any document you generate using a DocuSign template . During the initial mapping process, you can decide whether to enable tracking. You can also enable tracking later on.
To do this:
- Click the edit icon next to your saved mapping
- Click Settings to reopen the mapping wizard.
- Navigate to the Add a tracking column step in the wizard.
- Turn the toggle button for Status Tracking on, and enter a name for the new column.
When you enable tracking, a status column will automatically be added to your sheet. Any time the status of a document changes in DocuSign, the change will immediately be reflected in the associated row of the tracking column. Clicking on the link in a status cell in Smartsheet will also redirect you to DocuSign to see more in-depth status info for that particular document.
See the table below to understand the different status options.
|
Status |
Description |
|---|---|
|
Draft |
The document has been saved in the DocuSign drafts folder. |
|
Sent |
At least one of the recipients — but not all of them — has received an email notification regarding the signature request. |
|
Delivered |
All recipients have viewed the document. |
|
Declined |
At least one recipient has declined to sign. |
|
Voided |
The sender canceled the envelope before it was complete. |
|
Completed |
All of the recipients have signed the document, and the signing workflow is complete. |
Once you save a mapping with tracking enabled, you cannot disable tracking in the wizard. However, if you have admin or owner permissions on the sheet, you can delete the tracking column.