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DocuSign - Delay until event happens

Faris

The goal is to have a workflow event trigger associated to the status of a sent 'envelope' so that this can be used to automatically trigger following actions. 

 

For example, delay until event happens - envelope status = 'Completed', assign task to xxx to check documents etc...

 

This would eliminate manual checking as to status of envelopes for different customers. docusign delay action.png

2 Replies
ACastro6
Participant | Diamond Partner

I need this too!!

 

Alex