Digital signature details

Use Digital Signature Details to manage signature requests for a single document.

Check signature status

To review the signature request status on a document:

Select the student and open the document.
Click More and choose View Digital Signature Details.

Signer status reference

Special Programs updates the signer status as each signer moves through the signature process.

Status	Description
Sent	The recipient has been sent a notification email to sign the document.
Autoresponded	The signer's email system auto-responded to the notification email, indicating a problem with delivering the email to the specified email address. The recipient did not receive their email notification. This is caused by anything from an invalid email address to a full mailbox or other possibilities.
Delivered	The signer has clicked into and viewed the document to be signed.
Declined	The signer explicitly declined to sign the document using Digital Signature.
Voided	The sender has voided the signature request.
Signed	This is a temporary status indicating that the signer has completed the signing process in the document. The status will change to completed after additional processing.
Completed	The signer has signed the document, and the system has completed the signing process for the signer. When all signers reach this status, the entire document is then completed.
Unsigned	For Sign Now only. The signer has not signed the document.

Restart signature request

You can restart the signature request if you have not made edits to the document. You can restart the request for any signer. If you have made edits to the document, you must void the signature request.

Select the student and open the document.
Click More and choose View Digital Signature Details.
Open the Signature Request Options menu and choose Restart Signature Request.
On the Send Document for Digital Signature page, select a Signing Preference.
1. If you select Send through email to send an email request:
  1. Choose the Routing Order.
  2. Update the signers' contact information if needed.
  3. Select the preferred Language for each signer.
  4. If needed, choose to Opt-out of sending a signature request email to a signer.
  5. Click Send.
2. If you select Sign Now to start the signing process for in-person signing:
  1. Choose a Language for each signer.
  2. If needed, choose to Opt-out of sending a signature request email to a signer.
  3. Click Next.
  4. Verify the signer's identity and select Validate Identity.
  5. Click Sign Now to open the document for the selected signer.

Accept with pending signatures

Select the student and open the document.
Click More and choose View Digital Signature Details.
Click Signature Request Options and choose to Accept current signatures.
Enter the Reason for accepting only the signatures that have been completed.
Click Accept Signatures.

Edit a signer's response

Select the student and open the document.
Click More and choose View Digital Signature Details.
Open the Options menu (ellipsis icon) for the signer, and choose Edit the signer's response.
Enter the Reason for editing the response.
Edit the responses in the document and click Submit.

If the signer has already signed the document, a new signature request email will be sent. Signers can review your edits when they sign the document.

Void a signature request

After voiding a signature request, Digital Signature will send an email to all signers with the update.

Select the student and open the document.
Click More and choose View Digital Signature Details.
Click Signature Request Options and choose Void digital signature request.
Enter the Reason for voiding and click Void Request.

Send signed document and certificate of completion

After the signing process is complete, you can email the signer's link to the signed document and the completion certificate.

Select the student and open the document.
Click More and choose View Digital Signature Details.
Open the Options menu (ellipsis icon) for the signer, and choose to Send signed document or Send certificate of completion.

Primary signer

When a document contains editable fields other than signatures, the document's view, edit, and print modes display the primary signer's responses, even when multiple signers respond. By default, the first signer is assigned the primary signer status. When more than one parent or guardian signs the document, the system updates the document after each additional signature to reflect the primary signer's responses. This process can take up to two minutes to complete.

The system saves all signer responses when the signing process is complete, and the final PDF includes every response.

Set primary signer

You can change which parent or guardian is assigned the primary signer status after one parent or guardian has completed signing. The student profile stores the primary signer's consent answers.

Select the student and open the document.
Click More and choose View Digital Signature Details.
Open the Options menu (ellipsis icon) for the signer, and choose Save as primary signer.

Review signer consents

To review the consent answers for all parents and guardians who have completed the signing process:

Select the student and open the document.
Click More and choose View Digital Signature Details.
Click Signature Request Options and choose to Review signer consents.

The primary signer data flow is dependent on your state model configuration.