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Update the name of a Reference Category to appropriately group docs and links.
Who Can Do This : Admins.
To change the name of a Reference Category :
Click [the pencil icon] to the right of the category you want to ...
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Last Updated: 04/22/2025
in I am an Admin. Pipeline eSign
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Stay on top of every signature request you’ve sent. Instantly see what's pending, what's completed, and what's still in progress.
Who Can Do This: Anyone whose company is subscribed to Pipeline eSign.
To ...
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To keep your list focused on what's still active, clear out completed, canceled or declined requests.
Who Can Do This: Anyone whose company is subscribed to Pipeline eSign.
To remove a signature request from your ...
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Download a PDF copy of a doc you sent for signature to store, share, or review offline.
Who Can Do This: Anyone whose company is subscribed to Pipeline eSign.
To download a PDF copy of a doc you sent for signature...
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If a signature request is no longer needed, cancel it to stop the process.
Who Can Do This: Anyone whose company is subscribed to Pipeline eSign.
To cancel a sent signature request:
Access Your Sent Sig...
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Send a quick reminder to any signer who hasn't completed their part.
Who Can Do This: Anyone whose company is subscribed to Pipeline eSign.
To send a signature request reminder:
Access Your Sent Sign...
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Know exactly who’s signed, who’s up next, and who may need a reminder.
Who Can Do This: Anyone whose company is subscribed to Pipeline eSign.
To view the status of your sent signature requests:
Access Y...
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Last Updated: 04/22/2025
in I am an Admin. Pipeline eSign
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Turn a Reference Doc into a structured, reusable form with the key fields already in place for senders and signers.
Who Can Do This : Master admins whose company is subscribed to Pipeline eSign.
To create a Reference Form...