In this article you'll learn how to manage digital signature requests by viewing documents, sending reminders, voiding requests, and requesting signatures again based on request status. You'll understand the different signature statuses, the actions available for each status, and how to perform individual and bulk actions on your digital signature requests. This article is relevant for users who need to track and manage the status of digital signature requests in the system.
Definitions
Signed: all assigned signers have signed
Awaiting response: nobody has yet signed
Pending delivery: the first signer still needs to sign
Declined: one of the signers has declined to sign
Canceled: signature requested has been voided
Failed request: API failed
Note:
Once the signature process is completed, the signed document will have the text "DigitalSigned" added to the actual name of the document under the Digital signature tab.
In a sequential delivery mode, the above-mentioned behavior will be seen when all the selected signers have signed the document.
Once the signature process is initiated, the credit is deducted from the balance, in case the process is canceled, the system will not return the digital signature credit to your balance.
Actions
You can perform the following actions on a digital signature request based on the Status:
View Document - view the selected document
Send Reminder - send an email reminder to sign the document
Void Document - cancel the digital signature request
Request again - request a digital signature again
The following table lists the actions that can be performed depending on the status:
Actions | Can be performed on |
View Document | All statuses |
Send Reminder | Awaiting response |
Void Document | Awaiting response, pending delivery |
Request again | Failed request |
Note:
When you perform Void Document action on a digital signature request with Sequential delivery mode, all the related signature requests will be canceled
When you perform Void Document action on a digital signature request, the request will not be shown anymore under the Digital signature tab
Individual action
To perform an individual action, please follow the next steps:
Click on the three dots button against a specific digital signature request
The actions will be listed based on the status
Click on the respective action based on your requirement
Bulk action
To perform a bulk action, please follow the next steps:
Select the checkboxes to choose the digital signature requests
Click the Actions button to see the list of bulk actions available based on the status
Click on the respective action based on your requirement
Note:
View document action is unavailable under the Bulk action method
The actions will be shown depending on the status overlap of the chosen requests. e.g. When you choose requests with Signed and Awaiting response status, you will be shown only the Void document under the Actions button