Signature Requests

Every sent request carries a status, a per-signer breakdown, and a gear menu of things you can do to it. Answers to the common questions about tracking, reminding, canceling, and archiving. Where do I see everything I've sent for signature? Cl...

Every request you've sent sits in one list, so you can see who has signed, who is holding things up, and what you can do about it. Introduction Sending is the easy part. What follows is the part that eats a Tuesday: working out whether the seco...

A signature request can start from a transaction, your Reference library, or a file on your computer, and one send counts as one request. Answers to the common questions about where to start, what counts, and what you can still change. Do I have ...

The executed document returns to Pipeline on its own, with a certification and event log attached. Answers to the common questions about where it lands, what's in it, and what to do next. Do I have to download the signed document and upload it ag...

When the last signature lands, the executed document comes back to Pipeline on its own. Here is where it goes and what rides along with it. Introduction The part of e-signing that used to eat the most time was the end of it — downloading the ex...

Signers reach the document through a secure emailed link and see only the fields you assigned them. Answers to the common questions about adding signers, ordering them, and what they experience. Do my signers need a Paperless Pipeline account? ...

Signers are the people a request goes out to. Choose who signs, set the order they sign in, and copy anyone who just needs to see it. Introduction A signature request is only as good as the list of names on it. A wrong address on the third sign...

Most signature requests that won't go out come down to one of three things — the option isn't there, the file is too big, or the problem is on the signer's end. Here's how to tell them apart. [Send for Signature] Isn't on the Transaction The op...

A draft holds a signature request exactly as you built it: the documents, the signers, and every field you placed, waiting until you're ready to send. Answers to the common questions about saving, finding, and finishing one. Where do I find a req...

Not ready to send? Save the request as a draft and pick it back up when the details, the approval, or the timing finally lands. Introduction You've picked the documents, added the signers, and placed forty fields. Then the number you were waiti...