Document Manager (DM) Log
If your administrator has used the Integration node to configure and activate DocuSign or Acrobat Sign, then:
- The Search window within the DM log displays E-Signature Status as an option, which lets you search for files with particular E-signature statuses within the DM. The search parameters are available at the end of the list of all other parameters within the Search window, and you can conduct a search based on E-Signature Status.
- Your search results log displays the E-Signature Status, which lets you filter the DM files based on the status that you are searching for.
- The All option under View lets you view all files and run the find option on the E-Signature Status.
If your company or project/shell is configured to display a value for the E-signature type (Acrobat Sign or DocuSign):
- When you export or import the structure and properties of a file in the DM, the CSV or Microsoft Excel file will contain an additional column, E-Signature Status, before the Categories column. The value of the status cannot be modified because the value is system-populated based on the file status through the E-signature process.
- An export file is populated with the E-Signature Status value, but an import file will always ignore the values contained in the E-Signature Status column.
Note If you enter values in this column during import, the system will ignore your input and run the import for remaining columns that allow modification.
If there are pending E-signature tasks for an existing E-signature type and you change the signature type at project/shell level, the system will display an alert message that lets you recall those pending E-signature tasks and change the signature type. If you do not recall the pending tasks, the E-Signature type at project/shell level will not change.
If you change the E-signature type of a project/shell from "Default" to another value that matches the "Default" set at the company level, and there are pending E-signature tasks for the "Default" E-signature type, the system displays a message that the newly chosen E-signature type value is the same as the company Default and lets you decide whether you still want to change the E-signature type. The same behavior applies when you change the E-signature type to "Default," and the "Default' value is the same as the current E-signature type value.
Last Published Monday, March 2, 2026