Overview
LinkSquares Sign users can track the status of Signature Requests sent out and received. Having a feature to track signature requests in invaluable. Knowing where an agreement is in the pipeline provides transparent communication to all necessary contributors involved.
Process
LinkSquares users can view insights on Signature Requests sent or received via Sign.
To begin, go to Sign from the app selector.
On the left-hand side of the My Sign Hub, a variety of Signature Request statistics are available.
Selecting any of these statistics will bring you to a filtered view of the Signature Requests page according to the selected statistic.
Inbox Quick Stats
There are three Inbox statistics. These statistics represent Signature Requests created by other LinkSquares users that were sent to you.
Ready For My Signature
View the Signature Requests that are awaiting your signature and/or initials.
Waiting for Other(s)
View the Signature Requests that do not currently require your signature. This includes Signature Requests with an ordered workflow where it is not your turn to sign and/or initial and Signature Requests that you already signed and/or initialed that are awaiting the signatures of other recipients.
Fully Signed
View the Signature Requests that you signed and/or initialed that are now fully executed.
Sent Quick Stats
There are two Sent statistics. These statistics represent Signature Requests configured and sent by you.
Out for Signature
View the Signature Requests that you configured and sent that are awaiting the signatures and/or initials of other recipients.
Fully Signed
View the Signature Requests that you configured and sent that are now fully executed.
Signature Request Page
Navigate to the Signature Requests page either by clicking the button on the navigation bar or selecting one of the statistics.
The Signature Requests tab shows a table of all Signature Requests that have been sent or received by the current user.
There are six columns on this page.
Recipient(s) Column
This column lists the recipients to which the Signature Request was sent.
If the recipient's full name is listed, they are a Finalize user.
If the recipient's email is listed, they are not a Finalize user.
Linked Agreement Column
This column contains the name of the agreement associated with the Signature Request. This column is hyperlinked to the individual agreement view.
This column can be filtered by the name of the agreement.
Progress Column
This column contains a progress bar of how many recipients have signed and/or initialed out of the total number of required recipients.
This column also contains a Details button to access the Signature Progress modal.
Requested By Column
This column contains the name of the user who configured and sent out the Signature Request.
This column can be filtered by the user name.
Created Column
This column contains the date that the Signature Request was created and a timestamp of how much time has passed since creation (e.g., 12 hours, 5 days, 1 month, etc.).
This column can be sorted by ascending or descending order of when Signature Requests were created.
Action Column
If this agreement requires your signature and/or initials, there will be a Sign button to open the Signature Request.
If you have already signed and/or initialed the request, the Sign button will be deactivated.
If the Signature Request does not require your signature and/or initials, this column will be empty.
These columns appear in the order they are listed above by default. Users can rearrange or remove columns by clicking the user-specific column settings icon in the upper right-hand corner of the table.
Users can search for specific Signature Request recipients by typing in the search bar at the top of the page.
Filtering the Signature Request Tab
Users can select from three options within the View drop-down to filter the Signature Requests that appear on this page.
Selecting the All option from this drop-down shows all Signature Requests relevant to you.
Selecting the Inbox option from this drop-down shows the Signature Requests that were configured by someone else and sent to you. This option will trigger a second drop-down.
Selecting the Sent option from this drop-down shows the Signature Requests that you have configured and sent to others. This option will trigger a second drop-down.
Additional Inbox Filters
Within the Inbox filter, there are three additional filters you can choose from to further refine your view of the Signature Requests page.
The Ready for My Signature filter shows the Signature Requests that are awaiting your signature and/or initials.
The Waiting for Other(s) filter will show the Signature Requests on which the current user is a recipient but is not next in line to sign and/or initial the agreement. These Signature Requests could either already be signed and/or initialed by the current user or need another recipient to sign and/or initial before the current user.
The Fully Signed filter will show the Signature Requests you have received that have been fully executed.
Additional Sent Filters
Within the Sent filter, there are two additional filters you can choose from to further refine your view of the Signature Requests page.
The Out for Signature filter shows the Signature Requests you have sent that are awaiting signatures and/or initials from one or more recipients.
The Fully Signed filter shows the Signature Requests you have sent that have been signed and/or initialed by all required recipients.
Signature Progress Modal
Selecting the Details button for any Signature Request will launch the Signature Progress modal.
The Details button is available on the Signature Request tab or within the individual agreement view of a Signature Request.
The Signature Progress modal outlines information about a given Signature Request including:
- A link to the agreement
- A list of attachments included on the Signature Request
- Information on the user that configured the Signature Request including their name, when they sent the Signature Request, and how much time has elapsed since they sent the request
- The number of recipients that have signed and/or initialed out of the total number of recipients that are required to sign and/or initial.
- Information on the users that need to sign the Signature Request including:
- Whether or not the recipients are configured in an ordered or unordered workflow
- If a recipient has viewed the Signature Request and the timestamp they did so
- If a recipient has signed and/or initialed the agreement and the timestamp they did so
If the Signature Request contains recipients that are not required to sign and/or initial, this modal will contain:
- Information on the users that must be sent a copy of the fully executed agreement
- An indication that the necessary users received a copy of the fully executed agreement