Our signing view provides real-time updates on the documents you sent to Docusign. And, if you added parties and signatories before you sent documents, you monitor every step of the signing.
Tracking progress in Legatics
Prerequsities: You're a Matter Admin or have the view signing list permission (for the specific list)
After sending documents to DocuSign, Legatics automatically updates the statuses for both envelopes and signatories (if you added them in Legatics before you sent the document to Docusign). These updates are displayed in the signing view, making it easy to see who has completed their actions and where follow-ups are needed.
Note: It can take up to a minute for changes in Docusign to be reflected in Legatics
Status | Explanation |
Envelope created | The document has been sent to DocuSign but hasn't been sent from DocuSign to any recipients |
Sent | The envelope containing the document has been sent to at least one recipient |
Delivered | All recipients have viewed the documents in the envelope |
Voided | The sender cancelled the envelope before it was completed |
Ready to download | The envelope containing the document is "Complete" (i.e., all of the recipients have completed their actions for the envelope containing the document) and ready to be downloaded to Legatics |
Signed | The signed document has been downloaded from DocuSign to Legatics |
Signatory statuses
If you add parties and signatories before you sent a document to Docusign, you'll see their statuses change as follows.
Status | Explanation |
Envelope created | The document that the signatory is signing has been sent to DocuSign, but hasn't been sent to the signatory |
Sent | The envelope containing the document has been sent to the signatory |
Delivered | The signatory has viewed the envelope containing the document |
Declined | The signatory declined to sign their documents in the envelope |
Signed | The signatory has completed their actions for the envelope |
Tracking progress in Docusign
Perquisites:
You're a Matter Admin or have the edit signing list permission for the specific list
You created the envelope the document is contained in (this is a Docusign limitation)
If you're in Legatics, and you need to quickly find the envelope in Docusign, simply:
Go to the list that contains your document
Navigate to the signing view
Find the document you want to track
Click Actions next to the document and select Open in DocuSign
Log into your DocuSign account if prompted
Note: If you need access to the envelope, you will need to contact your internal DocuSign Administrator and have them share the envelope with you.
Next steps
Troubleshooting
Statuses aren't updating
Legatics receives regular updates from DocuSign on envelope and signatory statuses. For example, when an envelope changes from "Sent" to "Completed".
In the unlikely event that these updates will not be pushed to Legatics, please try refreshing the page and waiting a few minutes (it generally takes up to 1 minute before status changes in DocuSign are reflected in Legatics).
If the problem persists, please contact us at support@legatics.com.
Signatory status is stuck in "Envelope created"
This will happen if you:
Create an envelope with documents that have parties and signatories
Change the signatories in DocuSign (eg delete the signatory, or change their email)
Send the envelope with the changes applied
Docusign's API doesn't allow us to get updates on draft envelopes, which will mean the data in Legatics will get out of sync.
To avoid this happening:
Send documents to DocuSign when you are certain of the parties and signatories. This will mean that you won't have to change the parties or signatories in DocuSign.
Don't add parties and signatories to your documents. This will result in just the envelope status being tracked.
All signatories have signed the document, but the envelope status is not "Completed"
Reason | Resolution |
Non-signing "recipients" need to complete an action on the envelope | DocuSign uses the term "recipient" to describe anyone who receives the document (not just the signatories to the document). For example, you can require that someone needs to view the envelope before it is completed.
However, Legatics only tracks the status of people signing the envelope. If other recipients still need to complete actions, this will not be shown in Legatics.
To see the status of any other recipients (eg a witness), you will need to open the document in Docusign. |
Another document in the envelope has not been signed by all recipients
| For example:
As a result the envelope status will be "Sent", as Director 1 has not signed Document 1. So you'll need to wait for the other signing recipients to sign the documents in the envelope.
To minimise the risk of this happening, you can send documents in separate envelopes. |
Unable to open the envelope from Legatics
Reason | Resolution |
The envelope is being edited in DocuSign | Check that you don't have the envelope already open in DocuSign.
If you do:
|
You didn't create the envelope | DocuSign only allows the person who created the envelope to access it.
If you need access to the envelope, you will need to contact your internal DocuSign Administrator and have them share the envelope with you.
You will then be able to view the envelope from DocuSign by following this guide. |
The envelope is contained in a different account | DocuSign allows you to be logged into multiple DocuSign accounts.
If you are logged into an account that wasn't used to send the envelope, then you won't be able to access the envelope from DocuSign.
So check what DocuSign account you are logged into, and if needed switch to the account that you used to create the envelope. |
Account has been deleted or disabled
If your System Admin disables or deletes a Docusign account, you will see (in the signing view) that the DocuSign account attached to those files has been deleted or disabled.
While those accounts remain unconnected to Legatics, you won't be able to:
Get status updates on envelopes and signatories
Remove the document from DocuSign
Download the document from DocuSign
Open the document in DocuSign
If this happens, and you need to take actions on the document, then:
Press Actions on the affected document
Press Unlink from DocuSign. This will break the connection with DocuSign and allow you to send the documents to another DocuSign account.