Check E-signature status
To access E-signature dashboard from the Folders view, select the folder name to open the documents in the folder. Right-click the document and select Check E-signature status. Alternatively, you can also select the kebab menu 
icon on the right side of the document and select Check E-signature status. Alternatively, right-click the workspace and select E-signature.
E-signature dashboard
The E-signature dashboard contains all the information about documents sent for signing.
The dashboard provides the following information:
Sent document: The details of the document sent for signing. If you select the link, the document opens in iManage Work.
Envelope/Package: The Docusign envelope name containing the document for signing.
Signed/Signatures: The number of signatories out of the total count that have signed the document. Example: 0/2 means 0 signatories out of 2 have signed the document.
Last updated: The time when any change or action happened in the signing process.
Date sent: The date when the envelope was sent for signing to the signatories.
Status: The current status of the envelope. For more information, refer to the following table.
Signed & filed document: Select the document link to open the signed document in iManage Work.
Certificate of Completion: Select the document link to open the certificate in iManage Work. For more information, refer to Accessing Certificate of Completion.
Document statuses in E-signature dashboard
Table: Meaning of envelope statuses in E-signature dashboard
Status | Meaning |
|---|---|
Uploaded | The sender has sent the document to E-signature for signing. They can open the document in Docusign and prepare the envelope. |
Sent | The envelope is sent to recipients for signing. |
Viewed | All the signatories have viewed the envelope. |
Signed | All the signatories have signed the documents in the envelope. |
Discarded | The sender has discarded one or more documents sent for signing. |
Rejected | One or more signatories have rejected signing one or more documents. |
Voided | The sender has voided the document and all signing activities are canceled. |
View the timeline of the document signing process
Select the kebab menu icon for the document and then select Show timeline from the menu.
Open the document in Docusign
Select the kebab menu icon for the document and then select Open in Docusign from the menu. Alternatively, select Open Docusign on the top right of the page. For more information, refer to opening the document in Docusign.
Automatic filing of signed document to iManage Work
After all signatories sign the document, a copy is saved in the same folder as the original document in iManage Work by E-signature. This signed copy is saved in PDF format and retains the original document's name, with the word _SIGNED suffixed to the file name.
To open documents in Docusign, refer to Opening documents in Docusign.
Accessing Certificate of Completion
To complete the audit trail and to ensure that a record of the signing activity is available, Docusign provides Certificate of Completion (in PDF format) for every envelope that gets signed. For more information, go to https://support.docusign.com/.
This certificate is displayed in the Certificate of Completion column in the E-signature dashboard for each document in the signed envelope and saved in the same iManage Work folder where the first document in the envelope is located. It inherits the security of the folder it’s saved in and has the name of the envelope added after the words Certificate of Completion for. For example, the certificate for the Agreement finalization envelope is named Certificate of Completion for Agreement finalization (refer to the figure below).
NOTE: If the Inherit Security From Parent Folder option is selected for the iManage Work folder where the Certificate of Completion is uploaded, the security of the certificate is set to Private and only the person who created the envelope has access to the certificate.
For example, you have the Ajubalaw workspace for which security is set to Public. The Agreements folder in this workspace inherits security from the parent folder, which means that the security of this folder is also set to Public. Now, send a document inside this folder for signing and then access the Certificate of Completion after the document is signed. You'll notice that certificate security is set to Private and only you are listed under User/Group With Permissions.
When the documents are being sent to Docusign, the name of the iManage folder where the certificate will be uploaded is displayed as a link. Select this link to open the folder on a new tab in the browser. Alternatively, hover over the link to view the folder path.
Select the certificate link in the dashboard to open the document in iManage Work. It's displayed on a new browser tab in preview mode from where you can download it, copy the link, view the timeline of activities, and so on. While in this mode, select the Related Documents tab to view the signed documents in the envelope as they’re all linked to the certificate. Similarly, the certificate is linked to all the signed documents in the envelope and can be viewed using their Related Documents tab.