The tables below provide more information on the tables in the Sent Documents tab.
Sent Documents
This table provides information on information that displays in the columns that appear on the Sent Documents tab.
Column Name | Description |
---|---|
Status | The current status of the envelope:
|
Sent | The date the envelope was sent. By default, the date format is set to YYYY-MM-DD. |
Workflow Used | The name of the DocuSign workflow used by the envelope. |
Envelope Sent | The name of the sent envelope. |
Documents Sent | The number of documents that have been sent. |
Completed Documents | The number of documents that have been signed. |
Pending Documents | The number of documents that are pending signature. |
Declined Documents | The number of documents that recipients have declined to sign. Documents that you've voided are included. |
Sent Documents: Envelope Details
This table provides more information on the columns in the details page of an envelope, which opens when you select an envelope on the Sent Documents page.
Column Name | Description |
---|---|
View | Click the icon to open a PDF copy of the sent document. The icon appears when the first recipient in the DocuSign workflow signs, views, or receives a copy of the document. |
Status | A document can have one of the following statuses:
The Error status only appears the envelope Preview page.
|
[Recipient role] Name | The names of the people who will receive the document. The column header matches the one you've entered in your Anaplan view. There are as many name columns as there are recipients per document. |
[Recipient role] E-mail | The email addresses of the people who will receive the document. The column header matches the one you've entered in your Anaplan view. There are as many e-mail columns as there are recipients per document. |
Sent Date | The date the document was sent. By default, the date format is set to YYYY-MM-DD. If the document hasn't been received yet, a warning icon displays. |
Sign Date | The date that Needs to Sign recipients signed the document. If the document hasn't been signed yet, a warning icon displays. |
View Date |
|
If any of your recipients have the Receives a copy role, only the following columns display: [Recipient role] Name, [Recipient role] E-mail, Sent Date.