Client portal signature history
Clients with portal access can view their signature history directly from their workspace.
What clients see
In the client portal under eSign History, clients can view:
- All documents they have been asked to sign
- The current status of each request
- Completed and downloaded copies of signed documents
Managing visibility
You control what appears in the client portal:
- Go to the client's profile.
- Open the Portal Settings tab.
- Toggle Enable eSign History on or off.
When disabled, the eSign History section is hidden from the client's portal entirely.
Tip: Keep eSign History enabled for transparency. Clients appreciate being able to access their signed documents at any time.