Applies to
- Enterprise
Capabilities
Who can use this capability
- Owner
- Admin
- Editor
Track the status of DocuSign signature requests
Track in real time the status in your sheet for any document you generate using a DocuSign template.
Who can use this?
Plans:
- Smartsheet
- Enterprise
Permissions:
- Owner
- Admin
- Editor
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
Owner and Admins can create and edit DocuSign mappings. Editors can send documents for signature.
During the initial mapping process, you can decide whether to enable tracking. You can also enable tracking later on.
- Select the edit icon next to your saved mapping.
- Select 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 is automatically added to your sheet. Any time the status of a document changes in DocuSign, the change is reflected immediately in the associated row of the tracking column.
When you click the link in a status cell in Smartsheet, you are redirected 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 is saved in the DocuSign drafts folder. |
| Sent | At least one of the recipients — but not all of them — received an email notification regarding the signature request. |
| Delivered | All recipients viewed the document. |
| Declined | At least one recipient declined to sign. |
| Voided | The sender canceled the envelope before it was complete. |
| Completed | All of the recipients signed the document, and the signing workflow is complete. |
Once you save a mapping with tracking enabled, you can't disable tracking in the wizard. However, if you have admin or owner permissions on the sheet, you can delete the tracking column.