Track who has signed and confirm when a document is fully executed. This depends on the signing order configured for the document.
Requirements
Applicable to documents sent via QuicklySign
Requires access to the documents (Within own personal space or shared workspace)
Tracking as a CC Recipient
Instructions
Check Signer Status
Navigate to the document on your home screen (Document list) and open it.
Identify each signer’s current status based on your chosen signing order.
Sequential Signing
Signers receive the signature request one at a time.
Status indicators:
Complete – Signers who have already signed
Awaiting Signature – Current signer whose turn it is
Queued – Signers yet to receive a request
Visual - Sequential Signing
Concurrent Signing
All signers receive the signature request simultaneously.
Status indicators:
Awaiting Signature – Signers yet to sign
Status updates to Complete as each signer finishes
Visual - Concurrent Signing
Confirm Full Completion
You can verify that all signers have completed:Email Confirmation – Receive a confirmation email stating all parties have signed. Access the final document securely via the “View Document” button (OTP may be required) Or download the attachments from the email.
Visual - Document completed Email Notification
In-App Notification – Whilst logged in, alerts appear in the top-right of your account when the document is complete.
Visual - Document completed In-app Notification
Document Status – On the home screen, the document status will display as Complete.
Visual - Document completed (Document List)
Audit Trail – Confirms the last signer has completed signing and the document is officially marked as complete.
Visual - Document Completed (Audit Trail)
Expected Outcome
Once all signers have completed the document, it will show as Complete, and all parties will have access to the finalized document. The audit trail and status indicators will reflect full completion, ensuring traceability and compliance.
FAQs
Can I see partial completion progress?
Yes. Each signer’s status updates in real-time according to the signing order and actions completed. The audit trail (Bottom of screen) will also indicate if they have accessed the document(s) yet.
What if a signer doesn’t complete the document?
You can send reminders via the QuicklySign interface or follow up directly with the signer. Automatic Reminders: 2 Days and 7 days after sending (If still unsigned)
Does the final document automatically notify me when complete?
Yes. You will receive both in-app and email notifications confirming full completion.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]