To check the current status of a dossier and see who has signed or still needs to sign, follow these steps:
Step 1: Access the Sign App
Go to Sign via the platform by clicking the nine dots in the upper right corner once logged in, and select the Sign app.
Step 2: View Pending Dossiers
Click the “Pending” button to see dossiers that are awaiting signatures.
Step 3: Check Status of Invitees
Click on the relevant dossier to view the status of each invitee:
- Green: Indicates that the document has been signed.
- Orange: Indicates that the invitee has been invited but has not yet signed.
Step 4: (Optional) Edit and Send Reminders
The overview page allows you to:
- Change data: Edit details such as name and email address using the 'pencil' icon. You can also change the "Sent on behalf of" to mark a dossier as private, or share it within a Team.
- Send reminder: Send an additional reminder using the 'bell' icon
- Download dossier: Once the dossier is completed you can download all documents including the audit report
- Delete dossier: Remove the dossier if required
