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SecurityTrax

How to View the Progress of an Envelope

To view the envelope

  1. While in the customer record, click Files.
  2. In the DocuSign Envelopes section, on the envelope row, click the Edit icon Screen Shot 2018-11-06 at 1.09.51 PM.png.
  3. 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. 
  4. The envelope status will be listed at the top center of the page. 
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