Checking the Status of a Signed Document - Integration for DocuSign eSignature - English - Foundation 22.1 - OnBase - external

Integration for DocuSign eSignature

Platform
OnBase
Product
Integration for DocuSign eSignature
Release
Foundation 22.1
License

After a document is signed through the DocuSign interface, the sender is notified the document has been signed. The next step of the process is to check the status of the document. Checking the status of the document polls the DocuSign service.

If the DocuSign service indicates the document is signed by all required signers, the signed document is returned to OnBase. The subsequent document is a read-only PDF and either replaces the original document or is stored as a rendition of the original document, depending on your system configuration. The time the document is returned to OnBase is logged in the Document History.

Note:

If you are licensed for EDM Services, a signed document that is part of a revisable Document Type is stored as a read-only PDF revision of the original document. For more information on revisions, see the EDM Services documentation.

Depending on your rights, polling the DocuSign service can be done one of two ways:

  • Ad hoc polling - Manually checking the status of each document uploaded to DocuSign.

  • Scheduled polling - Scheduling and running a single process to check the statuses of all documents uploaded to DocuSign.