{"id":2344,"date":"2016-01-15T13:49:36","date_gmt":"2016-01-15T13:49:36","guid":{"rendered":"https:\/\/localhost\/rtsugarbox\/?page_id=2344"},"modified":"2016-01-15T13:49:36","modified_gmt":"2016-01-15T13:49:36","slug":"faqs","status":"publish","type":"page","link":"https:\/\/www.rolustech.com\/rtdocusign\/faqs","title":{"rendered":"FAQs"},"content":{"rendered":"<div class=\"l-subsection\"><div class=\"l-subsection-h\"><div class=\"l-subsection-hh g-html i-cf\">[vc_row css=&#8221;.vc_custom_1452862683271{padding-top: 40px !important;padding-right: 0px !important;padding-bottom: 0px !important;padding-left: 0px !important;}&#8221; el_class=&#8221;no-padding-horizontal&#8221;][vc_column][vc_raw_html]JTNDc3BhbiUyMGNsYXNzJTNEJTIyaHIlMjIlM0UlM0MlMkZzcGFuJTNFJTNDZGl2JTIwY2xhc3MlM0QlMjJjb250YWluZXIlMjIlM0UlM0NkaXYlMjBjbGFzcyUzRCUyMnNlY3Rpb24taGVhZGluZyUyMiUzRSUzQ2gxJTNFRmFxcyUzQyUyRmgxJTNFJTNDc3BhbiUzRSUzQyUyRnNwYW4lM0UlM0MlMkZkaXYlM0UlM0MlMkZkaXYlM0U=[\/vc_raw_html][\/vc_column][\/vc_row][vc_row el_class=&#8221;container content-area main_accordian&#8221;][vc_column][vc_toggle title=&#8221;Can I send multiple documents\/PDF for signature?&#8221; open=&#8221;true&#8221;]<span style=\"font-size: 18px\"><span style=\"font-weight: 400\">No, you can&#8217;t. Currently you can only send one document at a time for signature.<\/span><\/span><\/p>\n<p><span style=\"font-size: 18px\"><span style=\"font-weight: 400\">For more information, contact us at <a href=\"mailto:support@rolustech.com\">support@rolustech.com<\/a>.<\/span><\/span>[\/vc_toggle][vc_toggle title=&#8221;Can I update a document even after having clicked the \u2018Send to DocuSign\u2019 button?&#8221;]<span style=\"font-size: 18px\"><span style=\"font-weight: 400\">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.<\/span><\/span><\/p>\n<p><span style=\"font-size: 18px\"><span style=\"font-weight: 400\">For further assistance, contact us at <a href=\"mailto:support@rolustech.com\">support@rolustech.com<\/a>.<\/span><\/span>[\/vc_toggle][vc_toggle title=&#8221;What are the different types of statuses that the document packets are updated to, throughout the signature process?&#8221;]<span style=\"font-size: 18px\"><br \/>\nOnce 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:<br \/>\n&nbsp;<\/p>\n<ul>\n<li><b>Created:<\/b> You have created a document packet but have not yet sent it to the client for signing.<\/li>\n<li><b>Sent:<\/b> You have sent the document packet to the client\/recipient for signature.<\/li>\n<li><b>Delivered:<\/b> The client has opened the email notifying them about the document.<\/li>\n<li><b>Voided:<\/b> You have discarded a document packet from the DocuSign screen.<\/li>\n<li><b>Completed:<\/b> All the recipients have signed the document.<\/li>\n<li><b>Declined: <\/b>The receiver has declined to sign the document for some reason.<\/li>\n<\/ul>\n<p><\/span><br \/>\n<span style=\"font-size: 18px\">For further assistance, contact us at <a href=\"mailto:support@rolustech.com\">support@rolustech.com<\/a>.<br \/>\n<\/span>[\/vc_toggle][vc_toggle title=&#8221;The status of the sent document is not changing. What do I do?&#8221;]<span style=\"font-size: 18px\"><\/p>\n<ol>\n<li>Make sure your RT DocuSign authentication has not been reset. Go to <b>Admin -&gt; RT DocuSign License Configuration<\/b> and click on <b>Validate<\/b> and then <b>Authenticate DocuSign<\/b>. If a notification pops up saying &#8220;You are already authenticated&#8221;, try step 2.<\/li>\n<li>Make sure the scheduler is running. Go to <strong>Admin -&gt; Schedulers -&gt; DocuSign &#8211; Envelopes Management<\/strong>, 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.<\/li>\n<\/ol>\n<p>If the problem persists, contact us at <a href=\"mailto:support@rolustech.com\">support@rolustech.com<\/a>.<br \/>\n<\/span>[\/vc_toggle][vc_toggle title=&#8221;Which DocuSign API Plan is compatible with RT DocuSign?&#8221;]<span style=\"font-size: 18px\"><span style=\"font-weight: 400\">RT DocuSign is compatible with the Advanced API version of DocuSign, check it out <a href=\"https:\/\/www.docusign.com\/products\/electronic-signature\/how-docusign-works\">here<\/a>.<\/span><\/span><\/p>\n<p><span style=\"font-size: 18px\"><span style=\"font-weight: 400\">For further assistance, contact us at <a href=\"mailto:support@rolustech.com\">support@rolustech.com<\/a>.<\/span><\/span>[\/vc_toggle][vc_toggle title=&#8221;How do I check a document&#8217;s status in SugarCRM?&#8221;]<span style=\"font-size: 18px\"><span style=\"font-weight: 400\">You can go to the RT DocuSign module to check the status of a document.<\/span><\/span><\/p>\n<p><span style=\"font-size: 18px\"><span style=\"font-weight: 400\">For further assistance, contact us at <a href=\"mailto:support@rolustech.com\">support@rolustech.com<\/a>.<\/span><\/span>[\/vc_toggle][vc_toggle title=&#8221;Can I associate a signature placeholder field with a recipient while creating a template?&#8221;]<span style=\"font-size: 18px\"><span style=\"font-weight: 400\">No, you can\u2019t. But if you require this feature, we can create a customized version of this plugin for your specific needs. Please contact <a href=\"mailto:support@rolustech.com\">support@rolustech.com<\/a> for more information.<\/span><\/span>[\/vc_toggle][vc_toggle title=&#8221;In which order will placeholders for signature be placed when a template having multiple signature fields is sent for signature to multiple recipients?&#8221;]<span style=\"font-size: 18px\"><span style=\"font-weight: 400\">Signature placeholders will be placed in the order in which recipients are selected in the DocuSign drawer. <\/span><\/span><\/p>\n<p><span style=\"font-size: 18px\"><span style=\"font-weight: 400\">For further assistance, contact us at <a href=\"mailto:support@rolustech.com\">support@rolustech.com<\/a>.<\/span><\/span>[\/vc_toggle][vc_toggle title=&#8221;Is RT DocuSign compatible with SuiteCRM?&#8221;]<span style=\"font-size: 18px\"><span style=\"font-weight: 400\">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. <\/span><\/span><\/p>\n<p><span style=\"font-size: 18px\"><span style=\"font-weight: 400\">For further assistance, contact us at <a href=\"mailto:support@rolustech.com\">support@rolustech.com<\/a>.<\/span><\/span>[\/vc_toggle][vc_raw_js]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[\/vc_raw_js][\/vc_column][\/vc_row]\n<\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row css=&#8221;.vc_custom_1452862683271{padding-top: 40px !important;padding-right: 0px !important;padding-bottom: 0px !important;padding-left: 0px !important;}&#8221; el_class=&#8221;no-padding-horizontal&#8221;][vc_column][vc_raw_html]JTNDc3BhbiUyMGNsYXNzJTNEJTIyaHIlMjIlM0UlM0MlMkZzcGFuJTNFJTNDZGl2JTIwY2xhc3MlM0QlMjJjb250YWluZXIlMjIlM0UlM0NkaXYlMjBjbGFzcyUzRCUyMnNlY3Rpb24taGVhZGluZyUyMiUzRSUzQ2gxJTNFRmFxcyUzQyUyRmgxJTNFJTNDc3BhbiUzRSUzQyUyRnNwYW4lM0UlM0MlMkZkaXYlM0UlM0MlMkZkaXYlM0U=[\/vc_raw_html][\/vc_column][\/vc_row][vc_row el_class=&#8221;container content-area main_accordian&#8221;][vc_column][vc_toggle title=&#8221;Can I send multiple documents\/PDF for signature?&#8221; open=&#8221;true&#8221;]No,<\/p>\n","protected":false},"author":4,"featured_media":2485,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-2344","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>FAQs - SugarCRM &amp; DocuSign Integration | RT DocuSign | Rolustech<\/title>\n<meta name=\"description\" content=\"Here are the answers to all the questions you might have about RT DocuSign. 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