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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?

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

https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=psy1581360698967&topicId=xpp1581360693005.html&_LANG=enus

  • 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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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?


@Brino Have you check the second url what I share? all the status of recipient which show in the web console for envelope. becuase there are routerorder for recipient, it means the order for this recipient is finished. 

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🌍 Docusign Partner | Partner Profile

🏆 Docusign 2024 APAC Reseller Growth Partner of the Year

🌟 The only Docusign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.

📊 Docusign Community Leaderboard Top 5 contributor.

🚀 Expertise in Docusign integrations with on-premises systems for leading enterprises across various industries.

 


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.


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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🏆 Docusign 2024 APAC Reseller Growth Partner of the Year

🌟 The only Docusign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.

📊 Docusign Community Leaderboard Top 5 contributor.

🚀 Expertise in Docusign integrations with on-premises systems for leading enterprises across various industries.


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


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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🌍 Docusign Partner | Partner Profile

🏆 Docusign 2024 APAC Reseller Growth Partner of the Year

🌟 The only Docusign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.

📊 Docusign Community Leaderboard Top 5 contributor.

🚀 Expertise in Docusign integrations with on-premises systems for leading enterprises across various industries.


@Brino 

“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


mr1 So are you saying the non-signing recipient doesn’t even have to open and view the document to achieve the Completed status?


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