Update of April 4, 2025
Account administrators and authorized users can now view the signature tracking of other users in the same account. Until now, each user could only see the signatures they had sent themselves.
Step 1: Log in to the online portal
Log in to your account through the Secure Exchanges online portal. If needed, see the article How do I log in to the online portal?
Step 2: Open user management
In the left menu, click "User management".
Step 3: Open the user's signature tracking
The signature tracking page for this user opens.
A standard user can also view the signature tracking of other users (standard users or administrators) if the account administrator gives them the right permissions.
Step 1: Create a roles and permissions group
In the online portal, create a roles and permissions group. If needed, see the article How do I manage user roles and permissions?
Step 2: Assign the tracking permissions
Check one or both of the following permissions, depending on what the user should see:
These users will then see the same signature tracking icon in "User management", just like an administrator.
| Action | Details |
|---|---|
| View signature statuses | See which documents are completed, in progress or expired. |
| Send a signature reminder | The reminder is sent on behalf of the user who sent the document. |
| Resend the document for signature | Requires a SESAR license. |
Our team is here to help. Write to us at support@secure-exchanges.com.