Can I send multiple documents/PDF for signature?
No, you can’t. Currently you can only send one document at a time for signature.
For more information, contact us at support@rolustech.com.
Can I update a document even after having clicked the ‘Send to DocuSign’ button?
Yes, you can update a document directly from the DocuSign screen that you will be redirected to. This does not apply to PDF templates which are attached automatically and cannot be updated.
For further assistance, contact us at support@rolustech.com.
What are the different types of statuses that the document packets are updated to, throughout the signature process?
Once document packets are sent, the status will be updated every step of the way. You can track these through the RT DocuSign module. The different status types are as follows:
- Created: You have created a document packet but have not yet sent it to the client for signing.
- Sent: You have sent the document packet to the client/recipient for signature.
- Delivered: The client has opened the email notifying them about the document.
- Voided: You have discarded a document packet from the DocuSign screen.
- Completed: All the recipients have signed the document.
- Declined: The receiver has declined to sign the document for some reason.
For further assistance, contact us at support@rolustech.com.
The status of the sent document is not changing. What do I do?
- Make sure your RT DocuSign authentication has not been reset. Go to Admin -> RT DocuSign License Configuration and click on Validate and then Authenticate DocuSign. If a notification pops up saying “You are already authenticated”, try step 2.
- Make sure the scheduler is running. Go to Admin -> Schedulers -> DocuSign – Envelopes Management, and check if the job log has any entries. If the job log is empty, set up the cron jobs for your SuiteCRM instance on your server.
If the problem persists, contact us at support@rolustech.com.
Which DocuSign API Plan is compatible with RT DocuSign?
RT DocuSign is compatible with the Advanced API version of DocuSign, check it out here.
For further assistance, contact us at support@rolustech.com.
How do I check a document's status in SugarCRM?
You can go to the RT DocuSign module to check the status of a document.
For further assistance, contact us at support@rolustech.com.
Can I associate a signature placeholder field with a recipient while creating a template?
No, you can’t. But if you require this feature, we can create a customized version of this plugin for your specific needs. Please contact support@rolustech.com for more information.
In which order will placeholders for signature be placed when a template having multiple signature fields is sent for signature to multiple recipients?
Signature placeholders will be placed in the order in which recipients are selected in the DocuSign drawer.
For further assistance, contact us at support@rolustech.com.
Is RT DocuSign compatible with SuiteCRM?
Yes. To keep up with the in-demand SuiteCRM market, we have worked on making our plugins compatible with this CRM. RT DocuSign is compatible with the latest versions of SuiteCRM.
For further assistance, contact us at support@rolustech.com.
