Tracking signature status

Updated 5 August 2026 4 min read

Tracking signature status

The eSignatures page gives you four places to check where a request stands: the metrics cards at the top, the status tabs, the Status column in the table, and a per-recipient breakdown inside "Details & audit trail" on each row's menu.

The metrics cards

Three cards sit above the table:

CardWhat it counts
Awaiting SignatureRequests currently out for signing ("awaiting" or "sent")
Expiring SoonRequests with status "expiring"
Signed (Last 30 Days)Requests completed within the last 30 days

The tabs

Below the cards, four tabs filter the table: "All", "Awaiting", "Signed", "Drafts". "Awaiting" includes requests with status "awaiting", "sent", or "expiring". A badge only shows on a tab when it has at least one matching request.

Status badges in the table

Status valueBadge shownColour
awaitingAwaitingBlue
sentAwaitingBlue
signedSignedGreen
expiringExpiring SoonRed
draftDraftGrey
expiredExpiredGrey
declinedDeclinedRed
cancelledVoidedGrey

A declined request shows the signer's reason directly beneath its badge, and a voided request shows the reason your firm gave when voiding (if one was entered). "Sent" and "awaiting" share the same blue "Awaiting" badge; on multi-signer requests, the "Signed by N of M" line beneath the badge adds a "Next:" marker naming whoever the request is currently waiting on.

Per-recipient detail

Open "Details & audit trail" from any request's "..." menu (any status, not just signed) to see every recipient with their own state: Waiting (not yet their turn), Invited, Viewed (they opened the document), Signed, Declined (with their reason), Voided or Expired, each timestamped. CC recipients are listed too, marked as receiving the completed copy only. The full audit trail follows underneath.

Viewing is tracked from the moment a signer opens the document after verifying their identity, so "Invited" versus "Viewed" tells you whether a chaser is needed because they haven't looked at it, or because they looked and stalled.

Searching

The search box ("Search agreements or clients…") matches against the document name and client name only. It won't find a request by signer email, status text, or date.

The "Due" date

The Action/Details column shows the request's real expiry date (set in Step 1) or "No expiry set". After the expiry passes, the request auto-expires, the outstanding signers' links stop working, and your firm is emailed that it expired unsigned.

Staying current without refreshing

The page updates live: if a teammate sends or voids a request, or a client signs remotely, the table and counts refresh automatically without you needing to reload the page.