List Document option allows you to see details of your send documents and their status. Click on list document and all of your send documents will be displayed.• Check a certain file and click on Check file status option from drop down list. It will give you the status of your document whether it is sent, delivered or complete.
• On “complete”, you can check your received document after it is sent back from the recipient by adding the signature in it.
• Click on “notes” to download your received document.
Other add-ons of interest
A complete SugarCRM and DocuSign integration which allows us to quickly pull data from SugarCRM modules like Account, Contact, Lead, Prospect, User, Quote and Contract and then send them out for signature directly from SugarCRM. The signed document's fields are then returned to SugarCRM and attached...