Get the Status of a DocuSign Digital Signature

DocuSign eSign Status Check Configuration Screen

Prerequisites

• An access token for your application is mandatory.

  For more information, refer to Create an access token.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Digital Signature tab.
     2. On the Digital Signature tab, drag the DocuSign eSign Status Check activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click Sign Status Check

Procedure

1. 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.

   .
2. In the Document ID field, enter the assigned document ID for the requested document.
3. In the Sign Status field, enter the process data variable to store the status of the digital signature request.

RelatedTopics

• DocuSign eSign Status Check activity
• Process Data Variables