Follow up an envelope
Use this journey to see who still has to sign, to send the signing link again, and to follow the signature requests raised by Workflow.
Before you start
- You are signed in and Sign appears in your menu.
- The envelope was sent. A draft has nothing to follow up; see Send a document for signature.
Steps
See who still has to sign
- On the Dashboard, select Awaiting signatures. The Envelopes page opens showing only envelopes in Running. Select All envelopes instead to see every envelope.
- Each row shows the envelope name, its signers and their e-mail addresses (in signing order), and the status badge.
- To look at the documents without leaving the list, select the preview icon at the end of the row. The preview shows the documents, the jurisdiction, signature level, language, the Sent, Expires and Finished dates, each signer's status, and the sealed document hash once the envelope is finished. Select Close to return.
- Select the envelope name to open the envelope page. Each signer is listed with their status:
| Signer status | Meaning |
|---|---|
| Pending | Has not opened the link yet |
| Viewed | Opened the link |
| OTP requested | Asked for the one-time code |
| Identity verified | Entered the code; can now sign or decline |
| Signed | Signed |
| Refused | Declined to sign |
Send a reminder
Use this when a signer did not receive the link, deleted it, or has not answered.
- Open the envelope page. Send reminder is shown only while the envelope is Running and at least one signer has not answered.
- Select Send reminder. The Send a reminder? dialog lists the pending signers: The signing link will be sent again to … pending signer(s): …
- Select Send reminder in the dialog.
Only signers who have not answered yet receive the reminder. Each reminder carries a new link; links sent earlier and not yet used keep working.
Follow a case raised by Workflow
- In the menu, select Cases. Each row is one case — one Workflow run that raised signature requests — with its name and reference, how many requests are signed (for example
1/2), how many were not completed, the status and the last activity. - Select a case. The case page shows its Reference, Raised by (the system that raised it), Still to sign (every signer, across the case, who has not signed yet) and the list of Signature requests, each with its documents, send date, status and signers.
- Select Open envelope on a request to open its envelope page — for example to send a reminder.
Expected result
- After a reminder, the page confirms Reminder sent to 1 signer. (or the number of signers), and the pending signers receive a new e-mail.
- A case reads In progress while any request is still out, Signed when every request is signed, and Not completed when nothing is outstanding and at least one request was refused, expired or cancelled.
How to confirm it worked
- Reload the envelope page later: the signer's status moves from Pending to Viewed, Identity verified and finally Signed.
- When every signer has signed, the envelope shows Finished; on the case page the request says The signed package is available.
If something goes wrong
| What you see | What it means | What to do |
|---|---|---|
| Reminder delivered to … of … pending signers. Check the addresses of those who did not receive it. | Some e-mails were not delivered | Check the signers' addresses. An address cannot be corrected on a sent envelope: send a new envelope to the right address. |
| No reminder could be delivered. Check the addresses of the pending signers. | No e-mail was delivered | Same as above. |
| The reminder could not be sent. The envelope may no longer be in progress. | The envelope finished, was refused or expired meanwhile | Reload the page to see its current status. |
| Send reminder is not shown | The envelope is not Running, or every signer has answered | Nothing to remind. |
| The envelope is Refused | A signer declined. The envelope cannot be signed any more | The signer's reason is on the envelope page, visible only to you as the sender. Send a new envelope if needed. |
| Cases says No cases yet | No Workflow run has raised a signature request | Envelopes you create yourself are under See envelopes created by hand (the Envelopes page). |
Automatic reminders and expiry
Envelopes raised by Workflow can carry an automatic reminder (sent once, a set number of days after sending) and an expiry date; both are set by the workflow, not in Sign. An envelope past its expiry date moves to Expired. Envelopes created in Sign have neither: use Send reminder to chase a signer.
Observed on 2026-10-18 in DEV: a case raised by a synthetic workflow in Cases and on its case page, before and after its only signer signed. Send reminder was not walked.
Last reviewed 2026-10-18 · Version 1.0.0 · Owner: product-documentation