Sending & Tracking

• Summary cards show Total Documents, Sent, In Review and Completed.
• Search documents... finds documents by title.
• Filter by status, and in a team workspace by All Documents, Shared or My Documents.
• Choose 10, 20, 50 or 100 rows per page. Clear resets the filters.
• Export to CSV downloads every document that matches your current filters.
• Refresh reloads the latest statuses.

Each row shows more than the status:

• Open the signer list to see everyone in the Signing order and their individual status: Signed, Approved, Viewed, Sent, Declined, Pending or Waiting.
• Counts show how many signers, approvers, viewers and CC recipients are on the document.
• Last activity shows what happened most recently and who did it, e.g. “Signed · 2d”. “unopened 9d” turns amber after a week without being opened.
• Icons show documents that are shared with your team, came from a signing link, or require attachments.

Signiphi doesn't send reminders automatically. You decide when to nudge someone.

1. On a Sent or Viewed document, hover the bell icon and click Send reminder.
2. Optionally Add a note. If you leave it blank, your original message is reused.
3. Click Send reminder. The dialog shows who will be reminded.

Spotted a mistake right after sending? As long as no recipient has opened, signed or declined it yet, you can fix it without sending new links.

1. From the row menu choose Correct Document, then Edit document. The status changes to Being corrected.
2. Make your changes in the usual setup and prepare steps, then submit.
3. In the release dialog choose Release document to make it available quietly, or Release with reminder to email the recipient again. A reminder is recommended if someone tried to open the link while you were editing.

While you're correcting, recipients who open their link see “Almost ready”, and the same link opens the updated version once released. If you stop part-way, use Continue Editing or Release Document... from the row menu.

Signers can mark up the document and send it back with questions instead of signing. The document moves to In Reviewand you're notified.

1. From the row menu choose Review Annotations.
2. Read each annotation and its comments. Reply with Add a comment..., mark threads Resolved, and add your own highlights, text or drawings if useful.
3. Use Search annotations... and the filters to find things in busy documents.
4. Click Send back to receiver. The signer gets an email and can continue signing.

• Every signer and CC recipient receives an email with a link to download the signed document (the link is valid for 7 days).
• Download it any time from the row menu with Download, or open the document to view it.
• If signers uploaded files, open them with View Attachments (or the paperclip on the document page).

The ⋯ menu on each row offers the actions that apply to that document: