Salesforce: 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
  • Remove invitees
  • Send a manual reminder

Do you need anything else?