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Tracking Signatures

Monitor the status of all your signature requests from the Signatures page.

Signature Tracking

Accessing Signature Tracking​

Navigate to the Signatures page:

  • Click Signatures in the main navigation
  • Or go to /signatures directly

Signature Request Status​

Each request shows its current status:

StatusDescription
PendingWaiting for one or more signatures
CompletedAll signatures received
CancelledRequest was cancelled
ExpiredRequest expired without completion

The Signatures Dashboard​

List View​

See all signature requests with:

  • Document name
  • Recipients and their status
  • Date sent
  • Current status
  • Quick actions

Filtering​

Filter requests by:

  • Status - Pending, Completed, Cancelled
  • Date range - Custom date filters
  • Portal - Requests for specific portals
  • Recipient - Find by signer email

Sorting​

Sort by:

  • Date sent (newest/oldest)
  • Status
  • Document name
  • Completion date

Request Details​

Click a request to see details:

Document Information​

  • Original filename
  • File size and pages
  • Portal association
  • Upload date

Recipient Status​

For each recipient:

  • Email address
  • Signing status (Pending/Completed)
  • Date signed (if completed)
  • View their signature

Timeline​

  • Request created
  • Emails sent
  • Reminders sent
  • Signatures completed
  • Request completed/cancelled

Managing Requests​

Resending to Recipients​

If a recipient hasn't signed:

  1. Open the request details
  2. Find the pending recipient
  3. Click Resend
  4. A new email is sent with the signing link

Useful when:

  • Email went to spam
  • Recipient lost the email
  • Link expired

Cancelling Requests​

To cancel an active request:

  1. Open the request details
  2. Click Cancel Request
  3. Confirm cancellation

After cancellation:

  • Recipients can no longer sign
  • Status changes to Cancelled
  • You can send a new request if needed

Deleting Requests​

To remove a request from your list:

  1. Open the request details
  2. Click Delete
  3. Confirm deletion
caution

Deleting removes the request from your tracking but may not delete signed documents from portals.

Downloading Signed Documents​

Single Document​

  1. Open the completed request
  2. Click Download or the download icon
  3. Get the fully signed PDF

With Audit Trail​

The downloaded PDF may include:

  • All signatures embedded
  • Audit trail page with signing details
  • Certificate of completion

Notifications​

Email Notifications​

You receive emails when:

  • Signature completed - A recipient signs
  • All complete - Final signature received
  • Request declined - Recipient refuses to sign

In-App Notifications​

The Signatures page shows:

  • Badge with pending count
  • Recent activity indicators
  • Status change highlights

Bulk Actions​

Manage multiple requests at once:

  1. Select requests using checkboxes
  2. Choose bulk action:
    • Download All - Download all signed documents
    • Resend All - Resend pending requests
    • Cancel All - Cancel selected requests

Reporting​

Signature Activity​

View your signature activity:

  • Requests sent this month
  • Completion rate
  • Average time to sign
  • Pending vs completed

Export​

Export signature data for:

  • Compliance records
  • Client reporting
  • Internal tracking

Portal Integration​

Signature status appears in portals:

File Indicators​

Files with signature requests show:

  • Status badge (Pending/Completed)
  • Signature icon
  • Click to view details

Completed Signatures​

When all signatures are complete:

  • Original file is updated (or new version added)
  • Status shows as Completed
  • Signed PDF is available

Best Practices​

Follow Up​

  • Check pending requests weekly
  • Resend after 3-5 days
  • Call or message for urgent requests

Organization​

  • Use consistent naming
  • Track by portal for client-based work
  • Archive completed requests periodically

Compliance​

  • Download signed documents promptly
  • Store copies in secure locations
  • Maintain audit trails for compliance

Troubleshooting​

Request Not Appearing​

  • Refresh the page
  • Check filters (may be filtering it out)
  • Verify you sent the request

Status Not Updating​

  • Refresh to get latest status
  • Check if recipient actually signed
  • Allow a few minutes for processing

Download Not Working​

  • Check your browser's download settings
  • Try a different browser
  • Contact support for large files