Tracking E-Signature Requests

DocEndorse gives you several ways to monitor and manage the e-signature requests you have sent. You can track requests from your account or ask the AI agent for updates and take action on requests on your behalf.

Viewing Request Status

To view your e-signature requests:

1. Log in to your DocEndorse account.
2. Expand E-Sign Details on the left side of the screen.
3. Select Requests.

A table will display your e-signature requests and their current status, such as:

• Created
• Sent
• Overdue
• Completed
• Cancelled

Viewing Request Details

You can view more detailed information about any individual e-signature request from the options menu associated with the request.

Select the options menu for the relevant request and click Get Information. This provides a detailed view of the activity and progress associated with the request.

Depending on the request and the information available, you can see whether a document has been:

• Opened
• Signed
• Dated
• Completed
• Subject to other recorded actions

Additional information about recipients may also be available, including their IP address, country, and any other information they voluntarily provided during the signing process.

Managing E-Signature Requests

From the options available for an e-signature request, you can perform a number of actions, including:

• Resend the request
• Send a reminder to recipients
• Change the delivery method, such as switching from email to SMS or WhatsApp
• Update recipient details
• Download the latest version of the document
• Send an email or text message to a recipient
• Make minor modifications to the underlying document
• Download a CSV file containing the data entered into the document, excluding signatures and initials

Managing Requests with the AI Agent

You can also use the DocEndorse AI agent to monitor and manage your e-signature requests without navigating through the Requests page.

Simply ask the AI agent for the status of your requests, or ask about a specific request or recipient. For example:

“What is the status of the agreement I sent to Sarah?”

The AI agent can provide the current status and, where available, relevant information about the progress of the request.

You can also ask the AI agent to take action on your behalf. For example:

“Send Sarah a reminder to sign the agreement.”

or

“Resend the agreement to Sarah.”

The AI agent can identify the relevant e-signature request and guide you through the necessary steps to send a reminder or resend the request.

This allows you to monitor outstanding requests and follow up with recipients directly through the AI agent, without having to manually locate the request in your account.

The AI agent is available through the DocEndorse platform and supported chat integrations, including Microsoft Teams, Slack, and Telegram.