You can view the statuses of your shared documents from the "Check Status" section of the same CRM entity object (i.e. Opportunities, Contracts, Leads, etc.), from where they were shared for signing. Similarly you can view those documents as well that have been shared with you (for signing) by other users, provided you have got the sufficient viewing privileges of that entity object.
Consider an example of viewing the document's status of an "Opportunities" entity, the same process can be followed to view the "Check Status" section of other CRM entities.
Check the status of your Opportunities documents
- In case of an on-premises deployment, log into your locally deployed Dynamics CRM instance through your domain user and password (active directory credentials).
OR
In case of an Office 365 installation, log into your Office 365 account. - From the "Sales" menu, click the "Opportunities" option.
- Click the desired Opportunities object from the list whose documents are required to check.
- Click the "Check Status" option.
- A screen will appear, listing all the shared documents (of the opened Opportunity) along with their respective information, i.e. Document Name, Owner, Next Signer, Date Sent, Document ID, and Status. When there are multiple documents in a shared package, the files will be separated by commas.
See the below table for columns description.
Column Headers Name Description Name This shows the name(s) of document(s) in each package, which you have shared from your Dynamics CRM account or have been sent to you for processing.
Owner
This shows the document owner name who shared the package, i.e. Peter Kavin.
Next This shows the name of configured next recipient in the SigningHub workflow.
Date This shows the date and time on which package was shared.
Status This shows the current status of documents package.
Actions This shows the actions that can be performed on each shared documents package, i.e.:
- Click
to view and/ or sign a shared package. SigningHub will authenticate you within Dynamics CRM before opening the document. - Click
to see the updated status of a shared package. This option will appear against the "Pending" and "In-Progress" documents only. - Click
to download the Workflow Evidence Report of a package on your local system. This option will appear against the "Completed" packages only and is subject to your configured Document Settings. Once the download is complete, the color of icon is changed from black to green.
The completed document packages are shown to their document owners only.
Absence of any action against a package implies that it is not related to you. - Click
