Conga Product Documentation

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Scheduling Batch Jobs

Scheduling the batch job for checking the eSignature status enables the users to retrieve the Agreement Status. The DocuSign connector allows you to check eSignature status by two ways - Manual and Automatic.

Manually, you click Check eSignature Status button and retrieve the Agreement Status. If you do not click Check eSignature Status button, the system will automatically update the status if you have set up a batch job. Once the documents have been signed, you can check the status. The signed documents are added to the Notes and Attachments section. The Status is also updated to Fully Signed. The recipients must sign the agreement documents in DocuSign to further update the status. The CheckeSignature status button does not appear when the Agreement status is Fully Signed or when the Signature is declined.

To schedule a batch job

You must have sent a document out for signature.

  1. Go to Setup > Develop > Visualforce Pages.
  2. Click letter B and Select Batch Job Setup page.
  3. Click Preview.
    Note:

    Step 2 will schedule the batch job.

To ensure that you have scheduled the batch job, Go to Setup > Administration > Monitoring > Scheduled Jobs.

You will see the following batch jobs scheduled:

  • DocuSign Envelope Status Reader - 15
  • DocuSign Envelope Status Reader - 30
  • DocuSign Envelope Status Reader - 45
  • DocuSign Envelope Status Reader - 60