Pending signature requests
How to retrieve requests still pending for signature
Your requests still pending for signature are not transferred within your new application.
But you can access those easily !
Please follow steps below :
- Click on "View ongoing procedures" on top of your screen.
- You'll be then automatically redirected to your previous application and ongoing procedure list.
- Click on one of the request to retrieve all information (dates, recipients, documents).
Best practices
From a pending request, we'll advise you to :
- Send reminders to your recipients to remind them to sign their documents. Once the request signed, it will be directly transferred within your new application and available under "Completed" list.
- Delete the request if you do not need it. Once deleted, it will be transferred within your new application and available under "Trash" status.
- Download documents from the request.
- Download the audit trail.