Every sent document has its own page with its status, each recipient's progress and a full audit trail.
Check a document's progress
- Select Documents in the dashboard. Each row shows how many people have signed, such as 1 of 2 signed. Use the filters (Awaiting, Completed, Drafts, Expired) or search by title or email.
- Open a document. Its status shows at the top, for example Awaiting signatures.
- Under Recipients, each person shows Sent, Opened, Signed with the date, or Declined.
Remind people
- Reminders are automatic: anyone who hasn't signed is reminded by email every 3 days.
- To remind everyone now, select Send reminder at the top of the page. To resend one person's email, select Resend on their card.
Extend or cancel
- If links are close to expiring, select Extend links. Anything already signed is kept.
- To stop a document, select Cancel document and confirm. Links stop working; what was already signed stays in the audit trail.
When everyone has signed, the status becomes Completed and everyone is emailed the signed PDF.