See where a document is
Open it from your inbox. The timeline shows when it was sent, opened, signed or declined, and whose turn it is.
Was this helpful?
Tracking and changes
Status, links, corrections and cancelling.
In this topicSee where a document isCopy a signer's private linkChange a signer's emailFix the document while it is outCancel a requestDeclined and expired documents
Copy a signer's private link
Document menu, Copy private links. Each person has their own link, which still needs their code.
Was this helpful?
Change a signer's email
Document menu, Change a recipient. Their old link stops working and the new address gets a fresh one. The change is recorded on the certificate.
Was this helpful?
Fix the document while it is out
Document menu, Correct. Fix a recipient, a field, a page or the deadline. Signatures already made can stay if the document did not change.
Was this helpful?
Cancel a request
Document menu, Cancel request. Everyone is told, and nothing more can be signed. The timeline is kept as evidence.
Was this helpful?
Declined and expired documents
Both show a clear next step: edit and send a new version, or resend with a new deadline in one click.
Was this helpful?