1. Data integration
  2. Third-party Data Integration
  3. DocuSign for Anaplan
  4. Tables Reference

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:
  • In Progress: the envelope is incomplete — some recipients haven't signed the document, or the number of documents pending signature is displayed in the Pending Documents column.
  • Completed: the envelope is complete — all recipients have signed the document.
  • Canceled: you've canceled the envelope and your documents haven't been sent — for more information, see Work with Envelopes.
  • Failed: the envelope can't be completed — one or more recipients have refused to sign the document, or an error occurred.
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:
  • Draft: Indicates that the document hasn't been sent yet.
  • In Progress: Some recipients in the signing workflow haven't signed the document.
  • Completed: All recipients in the signing workflow have signed the document.
  • Voided: You've voided the envelope and the document hasn't been sent. For more information, see Work with Envelopes.
  • Void in progress: The envelope is currently being voided.
  • Declined: One or more recipients have refused to sign the document.
  • Error: The recipient's name and email address are either missing or invalid. Documents that have this status won't be sent.
  • 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
The date that Needs to view recipients viewed the document. If the document hasn't been viewed yet, a warning icon displays.
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.