How-To Manage Your Envelopes in the DocuSign Console

Recently, the National Association of Realtors Center for REALTOR® Technology wrote a blog post about using DocuSign to store and manage your documents after you get the electronic signatures you need. We wanted to share a how-to or training video that discusses managing your envelopes in the DocuSign Console!

Managing Your Envelopes in the DocuSign Console

You can check the status of an envelope that you have sent or that are in your inbox in the DocuSign console. From the DocuSign console, click the inbox or sent items folder in the navigation pane on the left side of the DocuSign console.

A list of the envelopes in the folder will be shown in the center of the console to the right of the navigation pane. The status of the envelope is shown on the first column of the list. There are four categories of envelope status: In Process, Complete, Declined, and Voided.

The list of envelopes can be sorted by clicking on the heading of a column. The default view shows all envelopes from the past 30 days. You can change the search filter for envelopes to expand or narrow the search results.

To review the history of an envelope, select an envelope by clicking on it, or by selecting the checkbox by it. Then click the history icon in the toolbar. A new browser window opens with the envelope history. From this window, you can view the certificate associated with the envelope and print the history and certificate. Just close the window when you're done with the history.

You can correct the information in a sent envelope that has In Process status. This can be helpful if an envelope is sent to the wrong email address or there is another problem in the original envelope. After selecting the envelope you want to correct, click on the Correct icon on the toolbar. This opens the correct envelope window. You can correct the routing order, email, address or access code and / or ID Check in this window and resend the envelope. Just enter the new information, select resend, and click the save button.

If you need to make a more extensive correction, you can click on the advance button to open the envelope. Correct this envelope by following the same steps as you used to create a new envelope. When you've finished the corrections, send the envelope normally.

You can also clone an envelope. Cloning opens the envelope so it can be sent as a new transaction. After selecting the envelope you want to clone, click the open icon on the toolbar to view the envelope. Click the clone envelope button to open the envelope. You can change this envelope by using the same steps you used to create a new envelope. When you've finished with the changes, send the envelope normally.

Thanks for using DocuSign - take a look at our other videos, electronic signature tips and tricks, and eSignature tutorials!