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DocuSign Process Not Voided As Expected When Cancelled After Signature(s) Are Completed (Doc ID 2422457.1)

Last updated on FEBRUARY 06, 2019

Applies to:

PeopleSoft Enterprise SCM Supplier Contract Management - Version 9.2 and later
Information in this document applies to any platform.

Symptoms

ISSUE:
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DocuSign Process Not Voided as Expected when Cancelled After Signature(s) are Completed

Business Impact:
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Implementing DocuSign as the electronic signature method during the 9.2 upgrade. This issue will impact contract managers as well as suppliers.

Steps:
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1. Supplier Contracts Installation Options—Signature Method is set to DocuSign
2. Navigate to Document Management and search for a document and select it.
3. Click on Prepare and Route for e-Signature
4. Enter the signing details. Use the following:
Sign based on sign order
One signer
No Identity Authentication
Note: Where does the Subject Line details display? I do not see that information in any of the DocuSign notifications that are generated. Click the Send button.

5. The signature notification is sent as expected. However, the information in the Subject line does not display in the notification. Where is the Subject Line info displayed
6.The document is now Pending Signature. Click Cancel Signature Process
7. Click OK to cancel all signatures
8. Email Inbox- Signature process is cancelled and email sent to notify all signers
9. Click Prepare and Route for e-Signature
10. Previous entered details default. Leave as is and click Send
11. Email is sent as expected requesting a signature
12. Access the email and sign the document using DocuSign
13. Receive an email that the signing is completed.
14. Click the Get e-Signature Status to get details. Click on Cancel Signature Process
15. Click Ok to cancel all signatures
16. Signature process is cancelled in PIA but not voided in DocuSign.
17. Email Inbox--No email saying the signature process is voided is received.
18. Click on Document Version History link
19. The cancellation is captured, but again not voided in DocuSign. No void email notification is sent.

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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