EventPro Software User Manual

1.DocuSign communications are stored along with regular communications (Notes & Emails) in the EventPro Communications area.

2.There is also a separate DocuSign folder in the Communications area, where all DocuSign communications will be stored under Everyone and Mine, as applicable.

"Mine" refers to DocuSign communications for which you/the current User are the "Owner", i.e. you are the User who created the communication. "Everyone" stores DocuSign communications for all Users/Owners.

3.An Event's DocuSign communications are stored in the Event's Communications folder along with Emails and Notes.

1.To open a DocuSign communication, double-click one of the DocuSign communication records in a selection grid.

2.The Status of the communication is displayed under the Details tab of the communication record. You can also view the status of the DocuSign document in the selection grid under the communication's DocuSign sub-tab, at the bottom of the Recipients tab.

3.If the document has been Voided , the EventPro User's provided reason, if any, will appear in the Voided Reason field.

4.If the document has been Declined , the recipient's reason, if submitted in the DocuSign browser interface, will be pulled automatically into the Declined Reason field.

5.If the document has been signed and Completed , you will see the Completed status displayed under the Details tab, and the automatically downloaded PDF of the signed document will appear under the DocuSign tab.

6.To view the PDF, select the document and click Open.

7.You can also double-click a document under the communication's DocuSign tab to open the DocuSign Document record.

a.The DocuSign Document window displays limited information - the Document Name, Status, and connected Communication subject - until the document has been Completed, at which point EventPro will automatically download a copy of the signed document into the Document field.

b.You can view the signed document from the DocuSign Document window by clicking the Open button.

•Under the Communications > DocuSign folder, there is a specialized Documents folder that will contain just the DocuSign documents.

oIf the document has been Voided , the EventPro User's provided reason, if any, will appear in the Voided Reason column.

oIf the document has been Declined , the recipient's reason, if submitted in the DocuSign browser interface, will be automatically pulled into the Declined Reason column.

oIf a document has been signed and Completed , the PDF of the signed document will be automatically downloaded into the Document column.

•An Event's Documents > DocuSign folder stores only the DocuSign documents from the Event's communications.

•If a document has been signed and Completed , the PDF of the signed document will be automatically downloaded into the Document column.

1.To view a signed/completed PDF document directly from the selection grid, select the document in the grid and click Open.

2.To view the DocuSign Document record, double-click a record in the selection grid.  

a.The DocuSign Document window displays limited information - the Document Name, Status, and connected Communication subject - until the document has been Completed, at which point EventPro will automatically download a copy of the signed document into the Document field.

b.You can then open and view the signed/completed PDF document from the DocuSign Document window, as noted above.