Manage a signing pack

Click any pack on the Signing page to open it. From there you can follow each person, send the link again, correct someone's details, manage reminders or cancel the pack.

Why it helps

• See at a glance who has signed and who you're still waiting on.

• Fix a wrong email address without starting again.

• Every action is recorded on the pack's history.

What's in a pack

• The top shows the pack's status, company and the date it was sent. Click the pencil to rename the pack. Your client sees the new name.

• The Automated reminders panel shows reminders sent and when the next is due. You can pause them or reset the count. See Setup or Manage Automated Reminders.

• The Forms tab lists each document with everyone on it, their Status, when they Signed and their Reminders.

• People copied in are listed below the documents. If the pack signs one after another, you'll also see who it's waiting for.

Actions for each person

While a person still needs to sign, you can:

• Copy client link: copies their short link so you can send it yourself, for example in a message. It still asks for a code before showing the documents. Copying is recorded on the history.

• Correct their details: fix their name, email or mobile, then click Save and email a new link. Their old link stops working.

Send the link again

Click Send the link again to resend the pack to everyone still to sign, the same way it was first sent. It doesn't use another request, but any SMS is charged again.

Cancel the pack

Click Cancel the pack and confirm. Every document that isn't fully signed is cancelled and can no longer be signed. Documents already signed stay as they are.

Sign your part

If you're a team signer on the pack, click Sign at the top to review and sign your part. In a pack that signs one after another, the button is available when it's your turn.

History

The History tab is the pack's audit trail: when it was sent, opened, signed and changed, by whom, and from which IP address.

Packs from onboardings and proposals

Packs sent from an onboarding or a proposal also appear on the Signing page, but you can only view them there. Manage them from the onboarding or proposal. See Documents to sign in onboardings and proposals.