After the envelope containing your documents is completed in Docusign, you need to manually get the signed documents and their associated Certificates of Completion and Envelope Histories back to Legatics manually. This article teaches you how!
Prerequisites: To use this feature, you need:
to be a Matter Admin or a user with the edit signing list permission for the specific list; and
have access to the envelope that contains the documents (Docusign administrators can grant this, if you need it)
Getting individual documents
Navigate to the list where your documents are located
Go to the signing view
Find the documents with an envelope status of completed
Click Actions > Download from Docusign
Getting all documents from a Docusign account
Tip: Filter for documents with a status of Completed to see what will download
Navigate to the list where your documents are located
Go to the signing view
From the top bar select Get from Docusign
If documents were sent through different Docusign accounts, select the appropriate account
Confirm by clicking on the Docusign account
Downloading process
Once the signed documents are back in Legatics the following will happen:
New version of the document is created (note: the document will have the permissions applied to the previous version)
The status of the document will change to Signed
The envelope history and certificate of completion will become visible in Legatics