E-Signature Log

To access the E-Signatures log, go to your project and click E-Signatures node in the left Navigator.

The E-Signatures log has the following tools, options, and columns:

E-Signatures log toolbar

Field	Description
View	The function is similar to the View option available in several other logs. The options are: All Group by Status Group by Envelope Code Create New View Manage Views
Edit View	The function is similar to the Edit View option available in several other logs. You can use this option to edit the current view (Active View).
Delete	Select one or more tasks and delete. You cannot delete incomplete tasks (tasks with Status set as In-Progress). If you delete a completed task, the E-signatures log (in Document Manager and within a BP record) displays the Status.
Print	The function is similar to the Print option available in several other logs. The options are: Print Export to CSV Export to Excel
Search	Click to open the Search window at the bottom of the page. You can search inside all the columns available in the E-Signatures log.
Find on Page	The function is similar to the Find on Page option available in several other logs.

E-Signatures log columns

Column	Description
Name	The name of the document that has been sent for E-Signature. The column displays the file-type (extension) along with the name. Note: Because DocuSign converts all files to .pdf, the extension will always be .pdf in this column.
From	The name of the user who initiated the Send for E-Signature action (from the Document Manager or from within a BP record).
Status	The status of the E-Signature task: In-Progress: When assignee has not yet taken any action on the signature task. The default Status of any E-Signature task. Completed: When assignee opens the E-Signature task through DocuSign, and clicks Continue in the resulting window. The system populates the DocuSign fields, available on the left, (Signature, Initial, Date Signed, Name, First Name, Last Name, and so on). Assignee clicks Finish at the top to complete the signing. Declined: When assignee opens the E-Signature task and selects the option Decline to Sign. Recalled: The E-Signature task for all signers who have not yet completed the E-Signing process are recalled. If an E-Signature task has been created by way of Send for E-Signature action (from the Document Manager), sent to multiple signers, and at least one signer declined the task, or If an E-Signature task has been created by way of Send for E-Signature action (from within a BP record) and that BP record reaches a Terminal status. In such cases, when a user opens a task, the system displays an alert indicating that the Status is set to Recalled, and the Completion Date is set to the date when the task was recalled.
Envelope Code	If you are using envelopes in DocuSign or Acrobat Sign and a document or group of documents was submitted for an e-signature request, this column displays the code assigned to the envelope that contains the applicable documents. If an envelope is resubmitted for signatures, the code is overwritten with a new code.
Subject	The subject of the Send for E-Signature message.
Location	If the document was sent for signature from the Document Manager, this column displays the location in the Document Manager, for example: ... `/Field Reports/Action Items`. If the document was sent for signature from a BP record, this column displays the BP record number.
Received Date	The date when the Send for E-Signature task was received by the assignee. The default sort for this column is Received Date with latest received task at the top.
Completion Date	The date when the E-Signature task reaches a Terminal state (Status = Completed, Declined, Recalled).

E-Signatures log right pane

When you open the E-Signatures log, the top row item is selected by default, and the right pane of the E-Signatures log displays the following tabs:

Tab	Description
Preview	Displays a preview of the document that has been sent for signature. If the E-Signature task is in any of following statuses, this pane displays a preview of the original document that was sent for E-signature: In-Progress Declined Recalled If the E-Signature task is in a Completed status, this pane displays a preview of the signed document.
E-Sign Log	Displays a list of all internal and external users to whom a given document (from the Document Manager or from within a BP record) was sent for signature through the Send for E-Signature. The toolbar options let you: Print: Print documents Download: Download the latest signed copy of the document. The columns are: Signee: The name of the user who must sign, or has signed, the document. If an internal user, the cell contains the user's first and last names. If an external user, the cell contains the user's email address. Status: The e-signature status of the document for the signer. It can be: Delivered, Completed, Declined, or Recalled. Initiated Date: The date when the document was sent for e-signature. This can be the date that an action was initiated by an internal user using the Sign option from the gear menu ( ). Completion Date: The date when the e-signature task has reached a Terminal state (Status = Completed, Declined, Reassigned, Recalled). If a signer (internal or external) declines an e-signature task, you can see the reason by clicking the signer's entry and opening the Reason for Decline block at the bottom of the tab.
Message	Displays the message sent by the sender, when sending the document for signature through the Send for E-Signature.

Tab

Description

Preview

Displays a preview of the document that has been sent for signature.

If the E-Signature task is in any of following statuses, this pane displays a preview of the original document that was sent for E-signature:

In-Progress
Declined
Recalled

If the E-Signature task is in a Completed status, this pane displays a preview of the signed document.

E-Sign Log

Displays a list of all internal and external users to whom a given document (from the Document Manager or from within a BP record) was sent for signature through the Send for E-Signature.

The toolbar options let you:

Print: Print documents
Download: Download the latest signed copy of the document.

The columns are:

Signee: The name of the user who must sign, or has signed, the document. If an internal user, the cell contains the user's first and last names. If an external user, the cell contains the user's email address.
Status: The e-signature status of the document for the signer. It can be: Delivered, Completed, Declined, or Recalled.
Initiated Date: The date when the document was sent for e-signature. This can be the date that an action was initiated by an internal user using the Sign option from the gear menu ( ).
Completion Date: The date when the e-signature task has reached a Terminal state (Status = Completed, Declined, Reassigned, Recalled). If a signer (internal or external) declines an e-signature task, you can see the reason by clicking the signer's entry and opening the Reason for Decline block at the bottom of the tab.

Message

Displays the message sent by the sender, when sending the document for signature through the Send for E-Signature.

E-Signature Log

If a signee declines an E-signature request, the E-Signature log captures the E-Signature status as Declined. When the status is Declined, the tooltip and the gear menu ( ) display the reason for decline.

When you select an E-Signature request from the E-Signatures node, you can see the E-Signatures log in the right pane (E-Sign Log). The log contains the:

Message which was sent out at the time of sending the E-Signature request
A log of all e-signature requests statuses.

When you hover over a row in the E-Signatures log, the gear menu ( ) appears and enables you to perform the following on a task:

Sign: Enables you to open the document and sign or do other reviews.
Delete: Enables you to delete a task. You cannot delete an incomplete task (In-Progress, Deferred, or FaxPending).

When you double-click a row in the E-Signatures log, the sent document opens in the entity that provides electronic signature technology (DocuSign or Acrobat Sign). Follow the prompts and when done click Finish to close the external application.

After you finish signing a document, the E-Signatures log gets updated and the status changes to: Completed. At this stage, Unifier updates the E-Signatures log of the module (Document Manager or BP record) where the document was sent from and changes the status to: Completed. This update process also applies to the Completion Date.

After a document is signed (E-Signature status = Completed), the signed file gets added as a revision of the original file (as a pdf file and name appended by "_signed" and indicating the number of times the file was sent for e-signature).

Last Published Friday, April 11, 2025