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What does COMPLETED mean when it appears above a non-signing recipient’s name who has received a copy of a document?
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Meaning of Completed for non-signing recipient of a document
+2- New Voice
Best answer by mr1
“Completed” in the case of a non-signing recipient means that the document has been sent to the recipient, the recipient has received the notification, and no further action needs to be taken.
A signing recipient can have received the document without signing (so, they have completed the one step, but not all the steps) whereas the non-signing only has to receive the document to have completed all the steps.
Hope that helps
mr1
+18- Hero
where you find the stauts of recipient? for docusign connect?
recipient-completed: Sent when the recipient has completed their actions for the envelope, typically (but not always) by signing.
iDocusign eSignature for Salesforce v7 Admin Guide
Envelope and Recipient Events Reference
- Signed/Completed: This event is sent when the recipient has completed (signed) the envelope. If the recipient is not a signer, this is sent when the recipient has completed his or her actions for an envelope. Signed is a temporary state used during processing, after which the recipient is automatically moved to Completed.
the recipient status from web console please reference:https://support.docusign.com/s/document-item?language=en_US&bundleId=oeq1643226594604&topicId=xyv1578456592493.html&_LANG=enus
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+2- New Voice
Hengfeng Ge: I guess I’m still confused. I am trying to understand what Completed means above a non-signing recipient’s name when they had no action to complete since they were only sent a copy of the document. I’m wondering if Docusign has a training or instructional guide including screenshots of sample envelopes in various states of completion which explains what the various terms used by docusign mean in describing the status of signing and non-signing recipients?
+18- Hero
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+2- New Voice
Yes I looked at the second url but it doesn’t really help because the second url seems more directed to signing recipients, not non-signing recipients who are merely sent cc: a copy of the document. My understanding is that when the non-signing recipient opens and views the document that was sent i.e.cc: to her, the action is then Completed and the term Completed is then put above her name but that doesn’t mean the document is completed, i.e. signed by the signing recipient or does it? So I’m still really confused.
+18- Hero
there are for no-signing recipients:
- Copy Received - The email notification was sent to a cc: recipient. When the recipient views the document, the date is recorded.
- Needs to View - The recipient has not yet viewed the document.
- Viewed - The Needs to View recipient reviewed the document on the date specified.
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+2- New Voice
Hengfeng Ge: Thanks for the Reply. I have one more question: What does “COMPLETED” mean above a non-signing recipient’s name?
Also, can you direct me to where on docusign or a url where all of this is explained?
Thanks so much,
Brino
+18- Hero
you can reference this document:
Recipient status codes
https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/recipients/status-codes/
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- Respected Advisor
- Answer
“Completed” in the case of a non-signing recipient means that the document has been sent to the recipient, the recipient has received the notification, and no further action needs to be taken.
A signing recipient can have received the document without signing (so, they have completed the one step, but not all the steps) whereas the non-signing only has to receive the document to have completed all the steps.
Hope that helps
mr1
+2- New Voice
mr1 So are you saying the non-signing recipient doesn’t even have to open and view the document to achieve the Completed status?
+2- New Voice
According to google ai, the non-signing recipient has to view the document as well, Here’s what they say:
When "COMPLETED" appears above a non-signing recipient's name in a document, it
means that this recipient has received their copy of the document and has completed their
required action , which in this case is simply to view the document, even though they did
not need to sign it; essentially, they have been notified and have access to the fully signed
document.
I wish somebody could confirm that viewing of the document has to occur.
- Respected Advisor
It is my understanding that once the document for a cc is received - it is considered complete. The recipient does not need to view the contents. The few items I have been cc’ed on are marked ‘complete’ even though I did not open the document(s).
You could test this on the next envelope you send, cc yourself and note when it is marked ‘complete’.
It may be that, if you have a signing order in which the cc is first - then they would need to ‘view’ the documents before the next step (sending to the next recipient can be taken). Otherwise, since the cc does not need to “do” anything there is no reason not to mark the step as ‘complete’ once they receive the envelope (from DocuSign’s view, anyway). If you need to ensure the cc views the document - I believe there is a recipient ‘needs to view’ choice.
good luck
mr1
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