Is there a way to get a report for Recipients who have VIEWED the Documents?

Forum|Forum|3 years ago
November 28, 2022
3 replies
261 views

I see that I can see this status under "Manage" and within the envelope but we are sending an envelope to 806 recipients today and we would need to see if the document was viewed.

Thank you!

eSignature

Best answer by Community Expert

Hello,

Thank you for reaching out here in the DocuSign Community.

Yes, you can filter the Envelope Report to Delivered status, which would show envelopes where the recipients have viewed them: https://support.docusign.com/s/document-item?bundleId=oeq1643226594604&topicId=wdm1578456348227.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

C

Community Expert

Answer

Docusign Employee

Hello,

Thank you for reaching out here in the DocuSign Community.

Yes, you can filter the Envelope Report to Delivered status, which would show envelopes where the recipients have viewed them: https://support.docusign.com/s/document-item?bundleId=oeq1643226594604&topicId=wdm1578456348227.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

C

Community Member

Legacy User

Thank you! this solved it!

M

MelH

New Voice

Is there a way to show run a status of all the recipients that I have sent in the last month. I have been able to do this in the past, but no longer able to add “Recipient Status” to a report. I’ve been digging and cannot seem to come up with an answer. Minimally, I need to pull, Recipient Name, Recipient Email, Recipient Status for all envelopes sent in last month.

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