How to Manage & Monitor a Signing Invitation
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.
To view more detailed information click ‘View Progress’.
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
Send a manual reminder