📖 Table of contents
Adding followers lets you easily inform your teams and/or partners of the progress of the signing process, and give them access to the information in your signature requests (documents, recipients, status...). Find out in this article how to share your signature requests and the information to which followers will have access.
Add followers
You can add followers when preparing a signature request or a template, and also after sending the signature request (and at any time, even after the signature request has been completed).
A follower does not need to have a Yousign account to follow the progress of a signature request.
To add a follower when preparing a signature request or template :
Add followers from the settings page,
In the "Followers" section, enter a follower:
Select it from your contact list, or
Enter the recipient's e-mail address, then click "Add".
Add up to 100 followers per signature request,
If you make a mistake, click on the cross to the right of the follower's e-mail address to delete it.
To add a follower after you've sent the signature request :
From the details page of your signature request, click on the "Share" button in the top right-hand corner,
In the window that opens, enter a follower:
Select the follower from your contact list, or
Enter the follower's e-mail address, then click on "Add".
Add up to 100 followers per signature request,
If you make a mistake, click on the cross to the right of the follower's e-mail address to delete it.
Your invited followers will receive an e-mail with a unique link to the signature request. They can then download the signature request documents and follow its progress.
Followers are also notified by e-mail in the event of :
Approval
Rejection
Partial signature
Full signature
Cancellation of request
Expiration
By setting up a personalized experience (available in the Pro plan), you can deactivate certain e-mail notifications for followers.
Edit followers
You can revoke access to a follower at any time. The information access link will then be immediately deactivated, and the follower will no longer have access to your signature request or documents:
From the details page of your signature request, click on the "Share" button in the top right-hand corner,
Click on "Already shared with X follower(s)",
Click on the cross to the right of the follower you wish to remove,
Confirm by clicking on "Remove",
Close the window.
