How to Manage & Monitor a Signing Invitation

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In this article we will show how to manage a live signing process

To keep up with a signing process, follow these steps.

Step 1. Go to the Salesforce Object that you sent the signing invitation from

Step 2. Find ‘Secured Signing Document’ section.

In a glance you can see the Status of each document.

monitor signing process

To view more detailed information click ‘View Progress’.

update signing process

In this pop up you can:

Extend the Due Date

Copy additional parties to the signing process

Amend the invitee details or replace them all together

Remove invitees

Send a manual reminder

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