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Track Document Signing Progress

Monitor signing progress for any document sent through Cake, equity grants, fundraising documents, or resolutions.

Check document status

  1. Go to Documents → Pending signatures.

  2. Click on any document to open its details.

  3. Check the signing status panel on the right-hand side to see:

  • Who has signed

  • Who still needs to sign

  • When the document was sent

Send signing reminders

Via the To-do tab

  1. Click the To-do tab under Get started in the main navigation.

  2. Find the outstanding signing task.

  3. Click Send reminder on the individual task, or use Send all reminders to notify all outstanding signatories at once.