Guides
Document management
Track documents waiting for signatures
Before you start
- Requests you've sent and want to monitor.
The workflow
- Open Sent documents.
- Filter by status.
- Scan progress per signer.
- Act on anything stuck.
Step 1: Open your sent documents
All requests live in Sent documents, newest first.
Step 2: Filter by status
Filter to awaiting signature to see everything still in flight, or completed to see what's done. Statuses are explained in Document status.
Step 3: Scan per-signer progress
Open a request to see who has signed and who hasn't. Signing progress makes the bottleneck obvious.
Step 4: Act on anything stuck
For anything waiting too long, send a reminder or resolve the signer. See Fix common sending problems.
What happens next?
You always know which requests need attention and which are done, no more asking "did they sign?"