How can I track the documents I've sent for signature?

How can I track the status of my documents sent for signature?

Info
The signature tracking feature is only available to users with a Pro license .
It allows you to view the status of your signature requests, identify pending actions and send reminders to signatories.

1. Access signature tracking

  1. Log in to your account on the online portal.
  2. Click on the "Signature Tracking" button.

This page displays all signature requests made from your account.

2. Filter the signatures

You can filter your search using two parameters:

  1. Date range *Select the period for which you want to display your signature requests.
  2. Signature status *A drop-down list allows you to choose from the following statuses.
    1. Completed *All signatories have signed the document.
    2. In progress *The signatory(ies) have not yet completed the signature.
    3. Expired *The request has expired

3. View pending signatures

To display only requests that are not yet completed:
  1. Choose the "In progress" status
  2. Select your date range
  3. Click on Search
The list of documents still pending will appear.

4. Send a signature reminder

If a signer has not completed the signature, you can send them a reminder directly from this interface.
To send a reminder:
  1. Select the signature request from the list
  2. Click on Send a reminder


A window appears:
  1. You can add a custom message
  2. You can choose the language of communication for the reminder.
  3. When you are finished, click Submit.


5. What the signatory receives

The signatory receives an email reminding them that a document is awaiting their signature.






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