📖 Table of Contents
Save time by tracking and organizing your signature requests from the Signatures page. This dashboard allows you to view all signature requests and monitor the progress of signatures in real-time.
Understand the Dashboard
The Signatures page serves as the dashboard for your signature requests, where you can:
Quickly check the status of your signature requests
Search for a signature request using the search bar by entering the signature request name or the name of a signer
Filter your signature requests
Access your favorite signature requests from the "Favorites" tab
Access signature requests in the trash from the "Trash" tab
Export the list of your signature requests
Users with Owner account access can view all signature requests in their organization. Admins can access all signature requests in their workspaces. Members can only access their own signature requests.
You can also:
Filter Signature requests
To filter signature requests, use and combine filters to navigate easily through your signature requests:
Go to the Signatures page
Click on the right blue "Filters" button
Select the filters you need
Click "Apply"
You can filter by:
Workspace by selecting one or more workspaces
Signature requests status: select one or more signature requests statuses
Signature requests creator: select one or more users from your organization (available only with Administrator or Owner access)
Your filters and searches are stored for 24 hours to facilitate navigation. If you encounter issues with your dashboard, check if any filters or searches are already applied.
You can also adjust filters by:
Clicking on the "X" next to the filter you want to remove
Clicking "Clear Filters"
Restarting your selection by clicking "Filters"
Exporting the Signature request List
To export the list of signature requests:
Click on "..." to the right of the Filters button
Click on "Export List to CSV"
The export considers the selected filters. If you want to download all signature requests, clear all filters before clicking the export button.
The export automatically downloads to your computer, including multiple columns:
Signature Request Id: Identification of the signature request
Signature Request Name: Name of the signature request
Workspace Name: Workspace name
Status: Status of the signature request
Labels: Labels of the signature request
Sender: Name of the signature request sender
Created At: Date of signature request creation
Sent At: Date of signature request sending
Expiration Date: Expiry date of the signature request
Approved At: Date of signature request approval
Rejected At: Date of signature request rejection
Number of Documents: Number of documents in the signature request
Signature Level: Signature level of the signature request
Declined At: Date of signature request decline
Completed At: Date when the signature request was completed
Quick Actions on signature requests
From the Signatures page, you can perform quick actions on your signature requests:
Add a signature request to your favorites by clicking the star next to the signature request name.
Note: Favorite signature requests are linked to a user account, not the company account.
Click on "..." and then:
Click "Edit" to modify a signature request (only possible for signature requests with Draft status)
Click "Cancel signature request" (only possible for signature requests with Data Collection, To Approve, or In Progress statuses)
Click "Duplicate signature request"
Click "Report an Issue"
Click "Move to Trash"
You can also access the details of each signature request by clicking on the name of the signature request you are interested in.