Get ApproveIT status

When the source document is sent to DocuSign, but is not completed yet, it is possible to get the current status.
This can be done in the following ways:

• Automatically with the Job Queue Entry that periodically checks for status changes.

• Manually with the Get ApproveIT Status page action on the source document.

If the document is completed, the completed date/time will also be updated on the source document.
Depending on the options enabled in the ApproveIT Setup the following actions will automatically be executed:

• Source document is released.

• Source document (Quote) is converted to Order.