Track and manage documents
See who has signed, remind, correct a recipient, recall, and download the signed PDF.
Documents lists everything, with tabs for Waiting for me, Waiting for others, Drafts, Completed and Declined & expired. Search by title, number or recipient, and filter by folder or by the app a document came from.
The document page
- A banner says where it stands: waiting for whom, completed, declined (with the reason), expired or recalled.
- Recipients shows each person's progress: sent, opened, finished - with times.
- History is the full audit trail, newest first, with IP addresses.
- Files: the originals and, once completed, the signed copy.
While it is waiting
- Remind emails everyone it is waiting for now (or one person). Automatic reminders go out every few days as set on the document.
- Correct a recipient who hasn't finished: fix their name, email or phone. A new link goes out and the old one stops working.
- Recall withdraws the document. Those who have it are told; it can't be signed any more.
When it is completed
Everyone gets an email with the signed PDF attached (up to 8 MB) and a link to download it. The PDF carries a certificate of completion and a digital seal. See Security and verification.
More
- Send a copy again makes a new draft with the same files, recipients and fields.
- Save as template keeps the file, roles and fields to send again.
- Move to folder and Delete (a waiting document must be recalled first).
Documents sent to you
When a colleague sends you a document, it shows under Waiting for me and on Home. Click Sign now. Your saved signature (My settings) is offered on the signing page.