Power BI Connector for SugarCRM

Build 25.0.9454

DocuSignEnvelopes

Stores metadata for electronically signed document envelopes. This table supports signature tracking, validation, and document completion workflows.

Columns

Name Type ReadOnly Description
Acl_Team_Names String True

The list of team names that are associated with the DocuSign envelope record through team-based access control.

Acl_Team_Set_Id String False

The unique identifier (Id) of the team set that provides shared access and visibility permissions for the DocuSign envelope record.

Assigned_User_Id String False

The Id of the user who is assigned to manage or monitor the DocuSign envelope record.

Assigned_User_Name String True

The display name of the user who is assigned to manage or monitor the DocuSign envelope record.

Cloud_Path String False

The path location of the document within the connected cloud storage or document provider.

Cloud_Service_Type String False

The external document storage provider that is associated with the envelope, such as Google Drive, Box, or SharePoint.

Commentlog String True

A system-maintained log of comment entries that capture collaboration history, review notes, or workflow comments for the envelope.

Completed_Document String True

The representation of the final, completed document that is generated when the envelope signing process is finished.

Created_By String True

The Id of the user who created the DocuSign envelope record.

Created_By_Name String True

The display name of the user who created the DocuSign envelope record.

Date_Entered Datetime True

The date and time when the DocuSign envelope record was created.

Date_Modified Datetime True

The date and time when the DocuSign envelope record was most recently modified.

Deleted Bool False

A Boolean field that returns a value of 'true' when the DocuSign envelope record is marked for deletion. It returns a value of 'false' when the record remains active under soft-delete lifecycle behavior.

Description String False

A full-text description that provides context, notes, or business purpose details regarding the DocuSign envelope.

Document_Id String False

The Id of the related document record stored within the Sugar Documents module.

Driveid String False

The Id of the cloud storage drive or folder that is associated with the envelope, when cloud storage integration is enabled.

Envelope_Id String True

The Id of the envelope within DocuSign that is used to track and retrieve the signature workflow state and document history.

Following Bool False

A Boolean field that returns a value of 'true' when the current user is following the envelope record to receive notifications. It returns a value of 'false' when the user is not following the record.

Id [KEY] String True

The Id for the DocuSign envelope record.

Last_Audit Datetime False

The date and time when the envelope's status was last refreshed or synchronized from DocuSign.

Locked_Fields String True

A list of fields that are restricted from modification due to administrative policies or workflow conditions.

Modified_By_Name String True

The display name of the user who last modified the DocuSign envelope record.

Modified_User_Id String True

The Id of the user who last modified the DocuSign envelope record for audit tracking.

My_Favorite Bool False

A Boolean field that returns a value of 'true' when the envelope record is marked as a favorite by the user for quick access. It returns a value of 'false' when the record is not marked as a favorite.

Name String False

The name assigned to the envelope record for display in lists, dashboards, and search results.

Parent_Id String False

The Id of the parent record to which the envelope is linked (for example, 'Account', 'Opportunity', or 'Contact').

Parent_Name String True

The display name of the parent record that is associated with the envelope.

Parent_Type String True

The module type of the parent record that is linked to the envelope, such as Accounts, Opportunities, or Contacts.

Status String True

The current status of the envelope in the DocuSign signing process (for example, 'Sent', 'Delivered', 'Completed', or 'Voided').

Sync_Key String True

A synchronization key that supports matching and tracking the envelope across integration or replication environments.

Tag String False

A set of user-defined tags that provide filtering, grouping, and search functionality for the envelope record.

Team_Count String False

The number of teams that are associated with the envelope record for access control and visibility management.

Team_Id String False

The Id of the primary team that is associated with the envelope record.

Team_Name String False

The display name of the primary team that is associated with the envelope record.

Team_Set_Id String False

The Id of the full team set that is associated with the envelope record to support shared visibility and ownership.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 25.0.9454