How to follow up signing requests

You can follow-up signature requests both on recipient and on document level.

Note!
Especially with many recipients, we recommend monitoring the signing process carefully. If only one of many recipients does not sign in time, you must cancel the request and send it out again to all recipients. This may seem cumbersome; but there are legal reasons for this.
Note that Complete Control can send out automatic reminders to avoid such situations. Also, you can manually send out reminders to any recipient who has not signed yet. Read more under How to send out reminders.

Status per request

The overview list displays all signature requests with status - both ongoing and past requests. Status colors and texts inform you at a glace if a request is still pending or if there are any other issues (e.g. wrong email addresses). To check details, click View to open the Digital Signature Card.

Read more under Signature list.

Status per recipient

The signature card displays more specific details than the overview list. Here you can check who has signed and who not, who is included as recipients, which documents shall be signed and much more.

Tip!
If you have pending requests and think the recipients should be reminded, you can send reminders from this card. This function can also be used in addition to automatic reminders (if activated). Read more about reminders under How to send out reminders.

Dashboard

You can choose to view pending and completed requests via the Dashboard. Read more about how to customize the dashboard under Customize your personal dashboard.

Notifications

The notifications bell in the main menu displays a message after a signing process was cancelled, rejected or completed.

Other places in Complete Control

  • The asset/contract/person card that "owns" the document displays the status too. By hovering with the mouse over the document icon, you can also view the status per recipient. Click the request's title to open the Signature Card with all information.

  • Also, you can find the status in the Explorer. In the folder structure, find the file. The icon displays the status for the file. Hover over the title to see the status per recipient.