Introduction
This article covers how to view information for Docusign envelopes sent from within Flex. Be sure to check out Docusign | Overview and Key Concepts for general information.
Using Docusign requires the Flex Enterprise plan. If you don't see Docusign in Main Menu > Integrations, contact Flex Support to activate it.
View Sent Envelopes
On a Docusign-enabled Flex element (Quote, etc.), click the Docusign icon in the right-hand workbench menu, then click View Sent Envelopes.
A popup window opens showing a history of documents sent to Docusign from this unique Flex element.
- Document Link is the name of the document sent to Docusign using Flex. To access the document inside Docusign, click the document link. A new tab opens to the document as it exists in Docusign.
- User is the logged in user who sent the document.
- Date is the date and time the document was sent.
Next Steps
Keep using Flex-Docusign for all your signature needs. If needed, adjust additional settings as necessary.