Nintex eSign Envelopes

After you run a DocGen Package A customizable package that consists of your Salesforce data, documents, and delivery configurations for documents you want to generate. with a Nintex eSign delivery option, you can conveniently view Nintex eSign Envelopes and their current statuses and details in the eSign Envelopes page within Nintex DocGen. You can also cancel or delete a Nintex eSign Envelope within Salesforce from the Nintex eSign Envelope details page.

The DocGen eSign Envelope Object requires a lookup relationship to the Salesforce object it needs to be related to. See Create a Lookup Relationship in Salesforce.

Before you start

Create a Lookup Relationship in Salesforce

To view the eSign Envelope status and details from your Nintex eSign Delivery Option, you'll need to create a Lookup Relationship for the DocGen eSign Envelope Object that relates to the Salesforce Object that you have run.

Navigate to and click Salesforce Setup.
Search for and select Object Manager.
Select the eSign Envelope object (API Name: Loop__eSign _Envelope__C) > Fields & Relationships
Click New.
Under Data Type, select Lookup Relationship, then click Next.
In the Related to drop-down, select the related Object, and click Next.
Enter your Starting Object in both the Field Label and Field Name. Note that the Child Relationship Name field auto populates with eSign_Envelopes. Click Next.
Click Next for steps 4 and 5.
Add custom related lists and ensure that the Add Related List option is enabled, then click Save.

View the Nintex eSign Envelopes page

To view the Nintex eSign Envelopes page, complete the steps below.

Click and type Nintex eSign Envelopes in the Search field.
Click Nintex eSign Envelopes.

View and track the Nintex eSign Envelopes details

You can view and track the Nintex eSign Envelope history, status, and details by completing the steps below. Note that the Envelope history does not include activity on the Envelope that occurs after a document is completed, such as downloading the signed document. For a complete history, look up the envelope details in eSign.

From the Nintex eSign Envelopes page, navigate to the eSign Envelope Name column.
Click the Nintex eSign Envelope. The Nintex eSign Envelope details page displays. (See Nintex eSign Envelopes details and history reference for page details.)

Note: The record (i.e., a file) containing the signed document from the Envelope will only display on the Nintex eSign Envelopes details page after run is complete.

View the eSign Envelope details from a component

You can also view and track the Nintex eSign Envelope details from a component on a Salesforce Record.

From the eSign Envelopes details page, navigate to the Status section and click the Related Record.
View the Nintex eSign Envelopes component on the right.

Note: The record (i.e. a file) containing the signed document from the Envelope will only display on the component after run is complete.

Nintex eSign Envelopes page reference

Section, Column, or Field Name	Description
List Views	All - Displays all envelopes. Completed - Displays all envelopes. Expired - Displays the envelopes where the expiration date was reached before the documents could be signed. Recently Viewed - Displays the history of envelopes that were viewed.
Envelope Name	The name of the eSign envelope configured in eSign.
Nintex eSign Envelope ID	The ID that is used to identify the eSign Envelope from the DocGen Instance.
Created Date	The date and time that the DocGen Package was run.
Created By	The name of the user who created the record.
Status	Indicates the current state of an eSign Envelope of a DocGen Instance. The Envelope status can be any of the following: In Progress - The Envelope is out for signature. Completed - The documents in the Envelope have been signed. Expired - The Envelope's expiration date was reached before the documents could be signed. Declined - The documents within the Envelope have been declined by the signer. Cancelled - The Envelope has been canceled and can no longer be signed. Signer Authentication Failed - The identity of the signer is unable to be verified.
Expiration Date	The date that indicates the deadline has been reached before the documents in the Envelope could be signed.
Completed Date	The date that the documents in the Envelope have been signed.
Owner Alias	The user who owns the record. This field is displayed on the Details tab.

Nintex eSign Envelopes details and history reference

Section	Column, field or button name	Description
Nintex eSign Envelope	Download	This button only displays when the status is Completed. This button downloads the completed signed document.
Nintex eSign Envelope	Delete	Removes the Nintex eSign Envelope.
Status	N/A	Indicates the current state of a Nintex eSign Envelope of a DocGen Instance. The Envelope status can be any of the following: In Progress - The Envelope is out for signature. Completed - The documents in the Envelope have been signed. Expired - The Envelope's expiration date was reached before the documents could be signed. Declined - The documents within the Envelope have been declined by the signer. Cancelled - The Envelope has been canceled and can no longer be signed. Signer Authentication Failed - The identity of the signer is unable to be verified.
Status	Starting Record	Displays the starting record where the envelope was sent from.
Envelope History	Date	Displays the date and time of the envelope updates in real time.
Envelope History	Details	The detailed updates for an envelope.
Envelope Details	Owner	The user who owns the record. This field is displayed on the Details tab.
	Nintex eSign Envelope ID	The ID that is used to identify the eSign Envelope from the DocGen Instance.
	Created By	The date that the documents in the Envelope have been signed.
	Expiration Date	The date that indicates the deadline has been reached before the documents in the Envelope could be signed.

Cancel an Envelope

Click Cancel Envelope in the top right corner of the Nintex eSign Envelope details page to cancel the Envelope from the Salesforce application. This will terminate the document signing process and prevent further signing of the document inside the Envelope. The Envelope record will not be deleted from Salesforce.

Delete an Envelope

Click Delete in the top right corner of the Nintex eSign Envelope details page to delete the Envelope record from Salesforce. This will only delete the Salesforce Envelope record. The Envelope will still be available in the Nintex eSign application.