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 kebab menu.png icon on the right side of the document and select Check E-signature status. Alternatively, right-click on the workspace and select E-signature.

E-signature dashboard

The E-signature dashboard contains all the information about documents sent for signing.

A screenshot of the e-signature dashboard.

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: If you select the document link, it opens the signed document in iManage Work.

Envelope 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 kebab menu.png icon for the document and then select Show timeline from the menu.

A screenshot of the document signing timeline.

Open the document in Docusign

Select the kebab menu kebab menu.png icon for the document and then select Open in Docusign from the menu. Alternatively, you can also 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 stored 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.

A screenshot of the signed copy of original document

To open documents in Docusign, refer to Opening documents in Docusign