Once you've generated your documents and envelopes, they will appear in a new section of your File Manager called Docusign Envelopes.
Accessing Your Docusign Envelopes
In the Docusign Envelopes section, you will find your saved envelope packages. Each package summarizes key information, including:
Number of Envelopes
Documents per Envelope
Signatures per Envelope
Carbon Copies per Envelope
Envelope Details
Each individual envelope includes the following information:
Recipient Name
Number of Documents
Number of Signatures
Number of Carbon Copies
Status (e.g., Ready, Sent, Failed)
Timestamps for creation and last successful DocuSign ID (if applicable)
Sending Envelopes
You can send envelopes using two methods:
1. Send to DocuSign Drafts
Select one or more envelopes.
Click "Send to Docusign Drafts".
The selected envelopes will move to your Docusign Drafts folder for final review and manual sending.
2. Send Immediately
Select one or more envelopes.
Click "Send Immediately".
The envelopes are sent instantly to recipients via DocuSign.
Once an envelope is sent, its status will update to “Sent.”
Completion & Tracking
If you selected Send to Drafts, log into your DocuSign account to review and send the envelopes manually.
If you selected Send Immediately, envelope tracking (delivery, views, signature status) is available directly within DocuSign.