Completing and Reviewing the Status of DocuSign Requests

See below for guidance on checking the status of requests, identifying pending requests, and ensuring requests are received by signers.

There are two documents that require signatures:

1. The Renewal application – this request is sent to the listed authorized signer. 

2. The Guarantee document – this request is sent to every shareholder listed. 

All signatures must be provided via DocuSign for the application to be complete.

To Review the Status of Signatures (Sent from DocuSign via email)

There are several ways to view the mandatory signees and monitor the status of their signature completion from the Law Corp List:

 

1. On the right side of the Law Corp List grid, click the “Signature Status” button to review a list of mandatory signees with their completion statuses.

⇒ Please Note: Applicants can utilize the bar on the bottom of the grid to navigate left and right of the table to view the grid’s various columns. 

      2.   On the DocuSign Form Signer pop-up window, applicants can select:

1. 1. “Update Signer” to change the email address of mandatory signee/s.
   2. “View” to view a list of all mandatory signees and their signature status.
      
      
      ⇒ Please Note: If a signer declines, the Signature Status column will change to “Declined”. State Bar staff will need to open the renewal application again, so the firm can receive the DocuSign for signature request again. This process will require the firm to submit a Licensee Records and Compliance Inquiry form and may result in delays.  Please allow enough time to submit the application and for the key persons to sign the document. If a decline occurs, State Bar staff will need time to assist with reopening the ticket. Same‑day requests may not be processed on the day of the deadline. 
        
      
      

     3.    On the Law Corp List grid, review the following column/s:

1. 1. Guarantee Signature Status
   2. Application Signature Status
      

            Once signature requests are sent these columns will indicate “Submitted for Signature”              and once completed, the column will indicate “Signed.”  

Example of pending signature requests:
  

Example of completed signature requests:
  

 

Missing Signatures

If the status of the application or guarantee documents is ‘Submitted for Signature,’ the documents were successfully sent through DocuSign but have not yet been signed. Please reach out to the designated shareholder or contact responsible for signing the application, as well as any shareholders who need to sign the guarantee, to confirm they have received the DocuSign email.

• Does the application have all the required signatures?
  • The application is not complete until all required signatures have been received.
  • There are two documents that require signatures:
    • The Renewal application – this request is sent to the listed authorized signer.
    • The Guarantee document – this request is sent to every shareholder listed.
  • Below are potential reasons why one or more signatures have not been completed:
    • Payment was made and the application was submitted but, one or more of the DocuSign emails went to spam.
    • The DocuSign requests were received but only one of the two requests were signed. The authorized sign will be required to sign both the renewal application and the guarantee document.
    • One or more emails entered may have a typo. As a result, DocuSign was unable to email the document to the correct recipient.
    • The system is showing an error message.

 

Try the steps below to resolve what has delayed the successful completion of the Law Corporation Annual Renewal application.

1. Have the recipient look for the email –
   1. Check the inbox and spam folders, looking for the following key terms:
      1. Law Corp/LLP eSignature Portal,
      2. State Bar of California - Division of Regulation sent you a document
      3. dse@docusign.net
         
         Below is an example of the DocuSign email sent to the shareholders.
          
2. If the recipient is unable to locate the DocuSign email, review the email addresses entered in the application to ensure there are no typos in the recipient’s email address.
   1. Verify Correct Email(s) Entered by:
   2. On the DocuSign Form Signer pop-up window, check the email(s) do not have typos.
      
      1. If there are typos, click “Update Signer” to change the email address of mandatory signee/s.

Error Message

If you updated the shareholders’ email addresses and need to resubmit but received an error message, please complete the Licensee Records and Compliance Inquiry form.

• Select the Topic, “Law Corporation”, and the Issue, “I have a question/issue about DocuSign signatures in the online renewal/application process”. Describe the steps leading up to the error and include a screenshot in your form submission.