Document Manager (DM) Log

If your administrator has used the Integration node to configure and activate DocuSign or Acrobat Sign:

  • 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 the 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.