Digital Signature Documents Utility
Use the Digital Signature Documents utility to review and manage documents sent for Digital Signature.
Edit Digital Signature Requests
- From the Administration menu, click Utilities.
- In the Select Utility field, choose Digital Signature Documents.
- To filter the results:
- Select a filter type and enter the criteria.
- Select Needs My Signature to display only documents that need your signature.
- To take action on a single document:
- From the document's Options menu, choose a document action.
- To take action on multiple documents:
- Select the documents. You can choose Select All Filtered Records or manually select each document.
- From the page Options menu, choose an action.
Action Status Report
Use the Action Status Report to view the status of Digital Signature actions.
- From the page Options menu, choose Action Status Report.
- To filter the results, select a filter type and enter the criteria.
- Click the number of documents for the action to review document information.
Document Actions
Action | Description |
---|---|
Accept Signatures | Complete the signing process even when signers have not signed. Pending signers will no longer be able to sign the document. Available when the signing status is Sent or Processing. |
Void Signatures | Void the Digital Signature request. Available when the signing status is Sent or Processing. |
Sign Document | Sign documents that need your signature. Available when the signing status is Sent or Processing, and the user is a signer with a status of Sent or Processing. Document-level only. |
Send Reminder | Available when the signing status is Sent or Processing, and one or more signers have a status of Sent. |
Download Attachments | Download existing document attachments in a ZIP file, including the signed document and certificate of completion. Available when the signing status is Completed. Document-level only. |
Send Signed Document | Available when the signing status is Completed. Document-level only. |
Send Certificate of Completion | Available when the signing status is Completed. Document-level only. |
Send Signed Document in English | Sends the signed document to all signers in English. Available when the signing status is Completed and a signer signed in a language other than English. |
Send Signed Document in Signer's Language | Sends the signed document in each signer's language, including English. Available when the signing status is Completed and a signer signed in a language other than English. |
Send Certificate of Completion in English | Sends the Certificate of Completion to all signers in English. Available when the signing status is Completed and a signer signed in a language other than English. |
Send Certificate of Completion in Signer's Language | Sends the Certificate of Completion in each signer's language, including English. Available when the signing status is Completed and a signer signed in a language other than English. |
Document Status Reference
Status | Description |
---|---|
Processing | The request is processing and notifications are not sent. |
Sent | Recipients have been sent a notification email to sign the document. |
SignNow | Signers are currently signing the document using Sign Now. |
Completed | All signers have signed the document, and the system has completed the signing process. |
Voided | The sender has voided the signature request. |