WFM UK: Onboarding: DocuSign | Viewing Completed Envelopes

Overview

Once a document has been sent to an employee, it is possible to see the status and download completed envelopes directly from DocuSign.

Viewing Documents in DocuSign

Documents are sent via a single User's account within DocuSign.  Before a user can view documents, they must be shared with that particular user. Information about how to share documents can be found here.

• To view a Document, go to DocuSign > Agreements

Fig.1 - Agreements

• Select Shared Access > Company Name

Fig.2 - Shared Access

• To view all sent documents, select Sent

Fig.3 - Sent documents

• To view all completed documents, select Completed

Fig.4 - Completed Documents

Documents that have been sent or completed will then be displayed.

Fig.5 - Sent/Completed Documents

Download Completed Documents

• To download a copy of a signed document, select Download (see Fig.5)
• Select the document(s) requiring download > Download

Fig.6 - Download Files

The document(s) will then be downloaded.

Viewing Completed Documents

Rather than downloading a document, select the record to be viewed.

• To view a completed document, select the record to be viewed

Fig.7 - Completed/Sent Documents

• To view a document within the record, select its preview on the right side 

Fig.8 - Completed envelope

The document will then be displayed.

Fig.9 - Downloaded Document