Ad Hoc Polling the DocuSign Service - Integration for DocuSign eSignature - English - Foundation 22.1 - OnBase - external

Integration for DocuSign eSignature

Integration for DocuSign eSignature
Foundation 22.1

When all required signatures have been applied to a document in the DocuSign interface, you must poll the DocuSign service so that the signatures are reflected on the document.

To poll the DocuSign service, from the OnBase Client:

  1. Retrieve the appropriate document.
  2. Do one of the following:
    • From the Document Search Results list, right-click the document and select Hosted Signing | Package Status.


      When retrieving documents by Document Handle, DocuSign options are not available from the Document Search Results list.

    • From the Document Viewer, navigate to the Document Options icon in the top left corner of the viewer and select Hosted Signing | Package Status.

    The Package Status dialog box is displayed.
  3. If the envelope is Completed, the document in OnBase is either modified to reflect the signatures, or a new revision is created to reflect the signatures, depending on your licensing and system configuration.