How do I track documents I've sent for signature?
This feature is only available to users with a Pro license.
To track documents sent for signature, you must log in to your account on our online portal and click on the "Signature Tracking" button:
Then you can select the date range during which you want to search and choose from the drop-down list:
1. Completed: for signatures that have been completed by all signatories
2. Pending: for signatures that have not yet been signed by all signatories
3. Expired: for signatures that have passed the 30-day deadline without being completed.
To track signatures that have not yet been completed, you must therefore select In Progress from the drop-down list and set the search dates.
Thus, you will see the list of emails that have been sent containing documents to be signed and which have not yet been signed. You can, at that time, send a signature reminder if you wish.
To do this, you must select the email for which you want to send the email and then click on the "Send a reminder" button:
You will then see the following window appear where you can add a reminder message and set the communication language:
Once done, you must click on "Send".
Your signatory will then receive an email as follows reminding them to have your documents signed:
1. Completed: for signatures that have been completed by all signatories
2. Pending: for signatures that have not yet been signed by all signatories
3. Expired: for signatures that have passed the 30-day deadline without being completed.
To track signatures that have not yet been completed, you must therefore select In Progress from the drop-down list and set the search dates.
Thus, you will see the list of emails that have been sent containing documents to be signed and which have not yet been signed. You can, at that time, send a signature reminder if you wish.
To do this, you must select the email for which you want to send the email and then click on the "Send a reminder" button:
You will then see the following window appear where you can add a reminder message and set the communication language:
Once done, you must click on "Send".
Your signatory will then receive an email as follows reminding them to have your documents signed:
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