Talos allows you to track the progress of all of your sent envelopes in the system. There are a couple of ways in which you achieve this.
DocuSign Accordion
Within the DocuSign accordion in the job post, once an envelope has been sent, this will be visible under the 'Sent Envelopes' section:
The 'Sent Envelopes' section will include:
Name of the envelope
Date sent
Link to the audit trail
Status of the envelope
Status last updated
A download button if the envelope has been completed
Ability to void the envelope
Viewing Audit Trail
To view the audit trail of the envelope, which includes when the envelope was sent, who signed the envelope etc, click on the 'Audit Trail' button, which will display the audit in a pop-out window:
Note: any user with access to the envelope will be able to view the audit trail. This includes any signers and any user who has been shared the envelope in DocuSign.
Envelope Statuses
The status of the envelope can be:
Sent
Delivered
Completed
Voided
Note: if the envelope has been voided, this will need to be setup and sent as a fresh envelope.
Downloading an Envelope
To download the envelope, click on the 'Download' button and then click on your preferred option to download the envelope in.
Info:
If you download the envelope as a PDF, this will show all templates sent in one PDF document.
If you download the enveloper as a ZIP file, this will show all templates individually within the folder.
Voiding an Envelope
To void the envelope, click on the 'X' button under 'Void' which will stop the envelope from being signed by anyone and will mark the envelope with the status 'Voided':
DocuSign Signing Screen
The DocuSign Signing screen will show you all templates that have been sent in the system that have been sent by yourself which includes:
Candidate name and email
Job title and reference
DocuSign template name
Sent by and date sent
Status
Download
Void
Audit log
Within the DocuSign Signing screen, you will be able to jump straight to the candidates application by clicking on the candidates email address under the 'Candidate Name and Email' column:
Downloading Envelope
You will also be able to download the envelope from this screen by clicking on the 'Download' button and selecting your preferred download option once the envelope has a status of 'Completed':
Voiding an Envelope
To void the envelope, click on the 'X' button under 'Void' which will stop the envelope from being signed by anyone and will mark the envelope with the status 'Voided':
Viewing Audit Log
To view the audit trail of the envelope, which includes when the envelope was sent, who signed the envelope etc, click on the 'Audit Trail' button, which will display the audit in a pop-out window:
