Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Open the DocuSign Envelope workflow Review tool - http://my.umbc.edu/go/1278

  2. Required inputs:

    • Select the date range desired.

    • Select the status desired:

      • Sent: The email notification has been sent to at least one recipient. The envelope remains in this state until all recipients have viewed the envelope.

      • Delivered: All recipients have opened the envelope. This does not signify an email delivery of an envelope.

      • Completed: All recipients have completed the envelope.

      • Declined: The envelope has been declined by one of the recipients.

      • Voided: The envelope has been voided by the sender OR the envelope has EXPIRED.

      • Sent, Delivered: Both Send AND Delivered envelopes match other criteria.

      • All: Sent, Delivered, Completed, Declined, Voided.

    • Search and select the desired form.

  3. Optional inputs:

    • Search envelope subjects for desired text.

    • The default sort is ascending. Descending is an option.

      • Create Date

      • Subject

      • Status

  4. SAMPLE:

...

  1. image-20240207-223453.pngImage Added