Workflow Management with Signature Requests

Here is a detailed list of the notifications sent out during a signature request and how you can check the status of your signature request as you go.

What Email Notifications Will the Sender Receive?

• When the signer(s) has viewed the document:

When the signer(s) has completed the document, along with a copy of the completed document as a pdf attachment:

What Email Notifications Will the Signer(s) Receive?

• The signer(s) will receive a request to sign the document. They can select Review and Sign to be seamlessly guided through the document:

• A copy of the completed document as a pdf attachment:  

How Can I Check the Status of My Document?

• From the "Needs Your Action", select the status.
• Pending/Waiting: This indicates a signature request in progress. For example, if there are 5 signers and only 1 has signed so far:

• Completed/Signed: After each recipient has completed the signature request, you will receive a notification of completion, and all users involved in the request will receive a copy of the completed document. This will also place the document into the Completed status on your dashboard: