Signature Requests can be managed and monitored from the Dashboard and the Signatures areas.
On the Dashboard, the statuses of all active Signature Requests are displayed by clicking the Signatures navigation tab, which shows the pie chart and corresponding table. Any section of the pie chart or rows in the table can be clicked, which will display the Signature Requests that are currently in that status.
In the Signatures area, all active Signature Requests are displayed in the display grid. Signatures are organized by Sent (Signature Requests sent by your Organization) and Received (Signature Requests received by your Organization).
Signature Requests that are Overdue are displayed with and Signature Requests that are Due Soon (within 7 days or less) are displayed with
.
Signature Requests can be searched for using the Search field, sorted using the Sort By dropdown, and filtered using the Filter By dropdown.
Batch Actions can be taken on multiple Signature Requests at once from the display grid in the Signatures area. Please see Batch Actions for Signatures for more information.