The short answer

The request record shows whether an agreement was sent, viewed, signed or completed. Use reminders carefully and preserve the completed copy.

Availability: Available to accounts with access to this workspace or feature.

Step-by-step

  1. Open Dashboard → Document Editor

    Open Document Editor from Dashboard, then locate the agreement in the document list or signature history by document title or recipient.

  2. Open the request details

    Select the document and review both its overall status and each recipient’s status. Sent, viewed and signed events identify where it is waiting.

  3. Verify before reminding

    Confirm the signer email and that the request still awaits that person. Choose Remind on the request, or use the reminder icon on the signer row where only an icon is shown, then look for its success confirmation.

  4. Review the completed agreement

    After every required recipient signs, open the completed document and verify signatures, initials and dates appear in their intended fields.

  5. Download and retain the record

    Download the completed copy under your records policy and retain the platform record so its status history remains available.

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