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Is there a way I can pull a report from DocuSign showing:

  • Who the contract currently is with to sign
  • The date it was uploaded into DS
  • The date it was sent to the signatory where it is currently stuck 

Many thanks

Hi @fenok01 !

I think the best report for this scenario is the Envelope Recipient Report, since you have all recipient details for each envelope (including status, name, email, routing order), the Created Date and the Time Envelope Sent (The date and time the envelope was sent to that recipient). Please check more details about this report:

 

This specific report is organized by envelope, so it means each recipient of each envelope will appear in a different line. You may want to organize by envelopeID, this will make it easier to manage.

Hi @fenok01,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | DocuSign Community Moderator

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

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