Boards & Governance

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In the spotlight

Managing signature requests

Once a signature request is created, the request can be managed in Signatures within the same area of use the document is located in. This overview can consist of one or two sections.

Documents to sign

For users requested to sign there will be a section called Documents to sign which shows an overview of pending and completed signature requests you have been asked to sign.

Documents to sign view

 

Signature requests

For the administrator, there will be a second section called Signature requests. This section allows the administrator to manage and follow the status of signature requests. 

By clicking the current status of a signature request you will be able to check details, or make changes to the request.

When clicking the Settings icon, you can also find shortcuts to extend due date or add a user.

Add user to Signature requests

Request sign status window

 

There is also a log available for the reminders sent to the different users, so you have full control over what has been sent out to your signees.

reminder notification log

Note that if a request has expired without all the necessary signatures, the request will become invalid and a new signature request needs to be sent to all signers again.