DocuSign® is available as an add‑on solution to Beeline Enterprise. You can integrate DocuSign eSignature with the SOW feature in your Services Procurement module and/or with your candidate and assignment approval workflows throughout Enterprise.
You can quickly gather analytics on your eSignature documents using the eSignature Definition report in Enterprise. In addition to creating your own report, you can these two reports from your Enterprise dashboard via Admin > Reports. Plus, you can open a Service Request if you want to add these reports to your dashboard.
|
|
Here are eSignature-related fields you can add when you create your own report.
| Field name | Description |
|---|---|
| Assignment Information - Assignment Number | Unique Enterprise-generated number associated with an assignment. |
| Assignment Information - Assignment PMO Owner | Full name of the managed service provider who owns managing an assignment. |
| Assignment Information - Consultant Name | Full name of the contingent talent on the assignment. |
| Assignment Information - Industry | Business activities associated with the assignment. |
| Assignment Information - Labor Category | Type of work associated with the assignment, such as Clerical, IT and more. Labor categories group work activities across geographies. |
| Assignment Information - Assignment - Hiring Manager - Hiring Manager | Interactive link showing the last and first names of the individual responsible for sourcing the contingent talent. Using the link lets you drill down into the hiring manager’s profile in Enterprise. |
| Assignment Information - Supplier | Business name of the vendor that sourced the contingent talent. |
| Candidate Information - Agency | Business name of the vendor that sourced the contingent talent. |
| Candidate Information - Full Name | Full name of the contingent talent. |
| Candidate Information - Request - Hiring Manager - Name | Full name of the individual responsible for sourcing the contingent talent associated with the requisition. |
| Candidate Information - Request - ID | Interactive link showing the unique Enterprise-generated number associated with the requisition. Using the link lets you drill down into the requisition details. |
| Candidate Information - Request - Industry | Business activities associated with the requisition. |
| Candidate Information - Request - Labor Category | Type of work associated with the requisition, such as Clerical, IT and more. Labor categories group work activities across geographies. |
| Candidate Information - Request - PMO Owner - Name | Full name of the managed service provider who owns managing the requisition. |
| eSignature - Attachment - Document Template Name | Name of the standardized format used for the eSignature document. |
| eSignature - Attachment - Name | The name of any supplemental documents attached to the eSignature instance. |
| eSignature - Completed Date | Date eSignature processing for a document was completed. |
| eSignature - Completed Datetime | Date and timestamp eSignature processing for a document was completed, declined or voided. |
| eSignature - Create Date | Date a specific document was initiated from a workflow approval step. |
| eSignature - Create Datetime | Date and timestamp a specific document was initiated from a workflow approval step. |
| eSignature - Created By - Name | Full name of the Enterprise user who produced an eSignature document. |
| eSignature - Modified By - Name | Full name of the Enterprise user who changed an eSignature document. |
| eSignature - Modify Date | Date a specific document initiated from a workflow approval step was changed. |
| eSignature - Modify Datetime | Date and timestamp a specific document initiated from a workflow approval step was changed. |
| eSignature - Number | Number associated with the envelope generated for a specific document initiated from a workflow approval step. |
| eSignature - Number w/ Link | Interactive link showing the number of the envelope generated for a specific document initiated from a workflow approval step. Using the link lets you drill down into the envelope details. |
| eSignature - Sent Date | Date a specific document initiated from a workflow approval step was transmitted to DocuSign. |
| eSignature - Sent Datetime | Date and timestamp a specific document initiated from a workflow approval step was transmitted to DocuSign. |
| eSignature - Signer - Completed Date | Date the signatory authorized the contents of a document. |
| eSignature - Signer - Completed Datetime | Date and timestamp the signatory authorized the contents of a document. |
| eSignature - Signer - Delegate - Email | Email of the signatory authorized to validate the contents of a document on another user’s behalf. |
| eSignature - Signer - Delegate - Name | Last and first names of the signatory authorized to validate the contents of a document on another user’s behalf. |
| eSignature - Signer - Email | Email of the signatory authorized to validate the contents of a document. |
| eSignature - Signer - Full Name | Last and first names of the signatory authorized to validate the contents of a document. |
| eSignature - Signer - Organization Type | Kind of organization the signatory is associated with , such as client, MSP/PMO, resource, supplier, or external. |
| eSignature - Signer - Position | Job title associated with the signatory user. |
| eSignature - Signer - Sent Date | Date a specific document initiated from a workflow approval step was transmitted to an individual signatory. |
| eSignature - Signer - Sent Datetime | Date and timestamp a specific document initiated from a workflow approval step was transmitted to an individual signatory. |
| eSignature - Signer - Signing Order | Sequence in which an individual signatory was expected to authorize a specific document initiated from a workflow approval step. |
| eSignature - Signer - Status | Processing state of an individual signatory’s response to a specific document initiated from a workflow approval step. |
| eSignature - Status | Processing state for a specific document initiated from a workflow approval step. |
To generate an eSignature Definition report, complete these steps from your Enterprise dashboard.
- Select Report Gallery.
- Locate the eSignature Definition report, and then select Run.
- Edit the report title and customize fields based on the data you want to view.
- Select the Filters tab and apply criteria to filter the data in your report.
- Select Run Report.
Ready to explore?
- DocuSign integration overview
- Managing your integration
- Administering talent management templates
- Overseeing talent management documents
- Understanding your SOW Signature page
- Understanding integration errors
- Frequently asked questions
- Watch and learn videos
Documentation release: Beeline Enterprise | Q1 2025