Why is this important?
Once a document has been sent for electronic signature, you can track its status in two ways: from the employee's document area or from the document e-signature tracking area.
In the employee's document area
From the folder where the document is saved (e.g. Contracts), a signature status appears to the right of the line of the document sent for e-signature. This status indicates whether the document has been sent and is awaiting signature, or has been signed.
The document can be returned for signature if it has not yet been signed. Click on the three dots to the right of the line and select “Send for signature”.
The document will only be returned to those who have not yet signed.
Once signed, the sent document is replaced by the signed version, which can be viewed and downloaded.
From the electronic signature tracking area
A tracking area has been created to follow the electronic signature of several documents sent from the Employees tab.
Click on the pen icon at the top right of the page to access it.
The tracking area appears on the right-hand side of the screen and allows you to track the date sent and the progress of signature for all documents sent.
Signature status can be tracked in the signature column. Three statuses are possible:
An empty circle 0/2: none of the signatories has yet signed the document.
A green half-circle 1/2: one of the two signatories has signed the document.
A full green circle 2/2: both signatories have signed the document.
Move your mouse over the circle to see who has signed the document.
If the document has not yet been signed by all signatories, an arrow to the right of the line allows you to return the document for signature.