Understanding Docusign Status in the New Account Pipeline

Tracking DocuSign Status: Navigating the New Account Pipeline

Once a New Account ticket progresses to the In Process and Completed stage of the pipeline, the system will display the current DocuSign status of the onboarding package. Below are the two envelope statuses :

• Sent: The onboarding envelope package has been finalized and sent to the client, wealth planner, or portfolio manager for signatures.
• Completed: The onboarding package has been successfully signed.

In Progress Docusign Packages:

• When the 'In Process' stage is entered:
  • The system fetches the current DocuSign status of the onboarding package.
  • Displays real-time updates on:
    • Who has signed and when.
    • Who is pending and their due actions.
  • Updates dynamically as the signing process progresses.

Gradient Line

• A visual representation of progress, transitioning from green to blue.
• Fully blue indicates 100% completion of the envelope.  
  
  Links
  
• Original document sent for signature (View Envelope in DocuSign).
• Certificate of completion (Download Envelope Certificate).
• Finalized signed package (Download Signed Documents).
• Data in JSON format (Download JSON File).

Recipient

• Displays the name of the individual involved in the reviewing and signing process.
• Helps identify pending or completed actions for each signer.  
  
  Role
• Defines the signer’s role, such as onboarding team, client, wealth planner, or portfolio manager.  
• Ensures clarity in the signing workflow and responsibilities.  
  
  DocuSign Status
• Indicates the current status, it is either sent Sent or Completed.  
• Updated dynamically as actions are performed on the envelope.  
  
  Timestamp
• Reflects the exact date and time of key actions, such as when the envelope was sent or signed.  
• Provides an audit trail for compliance and tracking.  
• The timestamp displays the exact date and time when:  

1. The envelope package was sent.  
2.  The envelope package was signed.

 

View Envelope in DocuSign:

This option redirects the onboarding team to the first stage, where they can review the New account onboarding package, it is available In Process and Completed Stage.

•  If all details are accurate and complete, the envelope can be progressed to the next stage by performing the appropriate action.  
•  If any details are missing or incorrect, the envelope will be marked as deficient, requiring corrections.  
• This option is part of the Preparing Paperwork action item and every stage after that till Completion.

Download Envelope Certificate:

This option allows users to download the completion certificate for the envelope.

• The certificate includes:
  • 1. A detailed audit trail of signing actions.
    2. Timestamps for all activities.
    3. IP addresses of the signers.

• Ensures compliance and provides traceability.

Download Signed Documents:

• Provides access to the finalized documents, including:
  1. All required signatures.
  2. Completed information.
• Useful for record-keeping or further processing.

Download JSON File:

Enables users to download the envelope’s data in JSON format.

• Useful for:
  1. System integration.
  2. Analysis or archiving in a structured data format.

Completion of DocuSign Statuses:

Once the DocuSign statuses for the onboarding team, client, wealth planner, and portfolio manager are all marked as Completed, the following updates occur:

1. 1. Gradient Line Progress:

      • The gradient line transitions fully to blue, indicating 100% completion of the envelope process.

   2. Envelope Status:

      • The envelope status is updated to Completed, signifying that all required actions and signatures have been finalized successfully.