Track, resend, and manage signed documents

Know what happened and what still needs attention.

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When to use this. A contract has not been completed and you need to find the next action.

What you’ll need. Access to the document and its recipient information.

  1. Read the timeline

    Open the document activity timeline and review sent, viewed, signed, declined, or completed events for each recipient.

  2. Follow up appropriately

    Resend to recipients who have not completed their part. Check the address, access rules, and expiry when a recipient cannot continue.

  3. Use the report and downloads

    Review the document report, completed PDF, submission export, and available audit certificate. Store downloaded files in your organization’s approved location.

  4. Correct or cancel when needed

    Use voiding to cancel an invalid document or submission. Confirm the correct resource before acting, and use reactivation only when appropriate for the process.

How to know it worked

You can identify the pending recipient and follow up without issuing a duplicate agreement.

Features covered

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