1. Document Signing

Can I manage and track the documents I've sent for signing?

The Document Signing Management screen allows you to keep track of which documents you have out for signing and with whom.

  1. Under More, select Document Signing:
    Nav_More_Document Signing
  2. Use the filters on the left to view All documents, Completed, In Progress, Declined, Expired, Cancelled and Archived documents.
  3. Hover over any of your In Progress documents to see who has and hasn't signed. 
  4. To access the document options, click the three dots to the right of the file name. From here you can Resend the invite email, View the document's History, Cancel the document, or Archive.  NB: Cancel will only be possible if no one has signed the document yet.