The Signatures tab shows a list of signature requests that have been sent electronically for staff and/or clients to sign via DocuSign. It also shows the status of each of the signature requests.
Sidebar Actions
You can click Signatures List to refresh the page and check for any new signatures.
Listviews
Signatures
The Signatures listview displays basic information about your site's signature requests and allows you to navigate to the specific document or case. The listview contains the following information:
- Created At - Date and time the signature request was created
- Created For - Displays the name of the document the signature has been requested for. Clicking the text will take you straight to the document's summary page
- Signee - The person who has been requested to sign the document
- Delivery Method - How the signature was requested
- Created By - User initiating the signature request
- Client - The Collaborate case the document is associated with
- Status - The current status of the signature request
