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MassDraft <> Docusign Dashboard
MassDraft <> Docusign Dashboard
Nabiha Khwaja avatar
Written by Nabiha Khwaja
Updated over a week ago

Overview

The MassDraft and Docusign integration enables users to manage and execute bulk document signing efficiently. This article walks you through the functionalities available on the MassDraft <> Docusign Dashboard and how to use them effectively.

Accessing the Dashboard

The MassDraft <> Docusign dashboard is available on the "Execution" tab inside a Docusign deal. The dashboard allows users to track the status of their envelopes, as well as do key actions to their envelopes.

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Key Features

The dashboard provides the following functionalities:

1. Tracking Envelope Status

  • Monitor the progress of your envelopes in real-time.

  • View status updates for every envelope.

  • Clicking the Send envelope icon would initiate the signing process.

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  • Signers receive an email invitation from Docusign to sign their documents.

  • Track progress of each signature from the dashboard.

2. Exporting Envelopes as PDF

  • Download with Docusign Audit Log: Includes the Docusign audit log in each envelope folder.

  • Download Completed Envelopes Only: Saves only fully signed envelopes.

  • Merge Counterparty-Signed Documents: Combines individually countersigned PDFs into a single file with all signatures.

3. Exporting Dashboard as .XLSX

  • Downloads the dashboard data as an .xlsx file.

  • Can be used to export envelope data.

Other Features

  1. Send Reminder Email: Resends a Docusign notification to the recipient of selected envelopes. Available only for previously sent envelopes.

  2. Delete: Voids the selected envelopes, preventing further action.

  3. Refresh Dashboard Status: Syncs the latest envelope status in the MassDraft dashboard.

  4. Upload latest versions to Docusign: Updates your Docusign envelopes with the latest changes (for example, changes in your Data). This button only becomes available if your deal has been updated to a new major version.

  5. Make Dashboard Publicly Available: Secures the dashboard with a password and enables public access. Users can share a link for external viewing without requiring a MassDraft account. The dashboard can be hidden later if needed.

  6. Link to Public Dashboard: Copies a shareable link to the publicly available dashboard.

  7. Post-dating: Post-dating allows users to add the final date in their documents. Note: Only documents with post-date fields configured will be dated.

Best Practices

  • Use clear and concise naming conventions for documents to avoid confusion.

  • Double-check email addresses to ensure signers receive their requests promptly.

By following these guidelines, you can efficiently manage bulk document signing with the MassDraft <> Docusign integration, ensuring a smooth and streamlined workflow.

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