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Manage signing requests

Open eSign in the main navigation to see signing requests from both PDF-only signing and forms with documents.

Use the folder chips to focus the list:

FolderWhat to look for
To signRequests waiting for you to sign
AttentionRequests with a problem to resolve
WaitingRequests still awaiting other signers
DraftsRequests you have not sent
CompletedRequests where signing is complete
DeclinedRequests that have closed
AllThe complete request list
TemplatesDocuments saved for reuse

Use search and the document type filter when you need to narrow the list. Select a document to open its details.

Documents library filtered to the Northstar agreement

The details show the request’s status, expiry, signers and history. The signer timeline shows who has signed and who is next. For a signing form, Signing form opens the associated form.

Available actions depend on the request’s state and your access. These can include continuing a draft, reminding a signer, changing an email address or expiry, retrying a failed operation, and cancelling a request. Check the status message before deciding which action to take.

Once everyone has signed, the final PDF is generated with its audit certificate. Open a completed request and select Signed PDF to download it. Download audit certificate is also available from the request menu.

Completed request status with Download signed PDF

Keep the completed files you need before deleting a request or its associated form. Link expiry does not itself delete completed signing records. See Data retention.