To view the envelope
- While in the customer record, click Files.
- In the DocuSign Envelopes section, on the envelope row, click the Edit icon .
- This will allow you to view the status of each recipient in the signing process.
- Note: You can click Resend to resend an email to a recipient who has not yet signed, at any time.
- The envelope status will be listed at the top center of the page.