Back to Docusign.com
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
Solved
Pulling reports from DocuSign
+1- Newcomer
Best answer by Vinicius.Rodrigues
Hi
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.
+14- Docusign Employee
- 359 replies
- Answer
Hi
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.
+14- Community Moderator
- 2763 replies
Hi
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.
Reply
Rich Text Editor, editor1
Editor toolbars
Press ALT 0 for help
Most helpful members this week
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationJoin the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Docusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.