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retrieve executed agreements from e-signature backend #233

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mengwong opened this issue Oct 15, 2016 · 2 comments
Open

retrieve executed agreements from e-signature backend #233

mengwong opened this issue Oct 15, 2016 · 2 comments

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@mengwong
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at present, after PDFs are generated, we inject them into echosign, and hope for the best.

it would be good to continue to monitor the progress of the execution, so that we can show what's going on, in the v2 dashboard.

when the documents are executed, we should download them to the "add to folder" path; if "add to folder" is not defined, then save them to the folder where the originally generated PDFs were stored.

also, update the various date fields in the deal sheet which indicate when the agreement was dated. right now there are formulas for =TODAY() which is not quite right.

@mrtoddalexander
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This is good. In the V2 dashboards, showing the progress, I assume these are high-level events shown. Are there plans for overall lower-level logging of key events along the process? Like a log exposed for internal or 3rd party auditing purposes.

@mrtoddalexander
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Nm. I'm looking through the code and see it.

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