To get the status of a digital signature in DocuSign, do the procedure in this topic.
DocuSign eSign Status Check Configuration Screen
How to Start
- On the Organizer,
do one of these:
- Do one of these:
- Add an activity:
- In the Process Builder, in the Activity Library,
open the Digital Signature
tab.
- On the Digital Signature
tab,
drag the DocuSign eSign Status Check
activity onto your process.
- Change an activity:
- In your process, double-click your activity.
- Click Sign Status Check
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Procedure
- On the DocuSign eSign Status Check Configuration screen, in the Digital Signature field, select your DocSign access token.
To create a new access token, click
Add Token
. For more information, refer to
New DocuSign Access Token.
When you select DocSign access token, the Auth Url field is complete.
.
- In the Document ID field, enter the assigned document ID for the requested document.
- In the Sign Status field, enter the process data variable to store the status of the digital signature request.