Track Document Signing Progress
Monitor which documents are waiting for signatures and send reminders when needed.
Check Document Status
Click Documents from the main menu
Select Pending signatures from the dropdown
Click on any document from the list to view details
Check the signing status on the right-hand side to see who needs to sign
Send Signing Reminders
You can send reminders to signatories through:
To do tab: Use the main navigation To do tab to manage and send individual reminders on each task, or send reminders to all outstanding signatures
Dashboard: Under Incomplete tasks, click See all tasks to access the To do section where you can manage reminders
Important notes:
Option and raise documents only appear in Pending Signatures after the recipient opens them
Look for the status Failed to deliver on the signer status if there are delivery issues
You can track progress at any stage of the signing process
Refresh signing status if someone says they've signed but it's not showing as signed in Cake yet