Managing and tracking documents with Adobe Sign

Learn how to manage and track the status of a document that you have sent for e-signature.

By Adobe – May 12, 2015

 

In this tutorial, learn how to manage and track the status of a document that you have sent for e-signature using Adobe Sign. Sign up for a free 30-day Adobe Sign trial.

Quick Steps

1. Once you've sent your document off for e-signing, you can track its status in the Manage page. You can see if it's still waiting for signature, or if it's been signed or even declined.
2. You can use the filters at the top of the Manage page to find specific documents or document types or you can search the list by typing any search term into the search box and the list automatically updates. You can reset the list by clicking the icon at the right of the search box.
3. All the information to the right of the screen is specific to the document you have selected in the left-hand document list.
4. Select a document in the left-hand document list. In the right-hand pane, you can print the document, enlarge the view, create a PDF or even cancel the transaction.
5. To replace the specified signer (for example, if they are out of the office), slick Replace signer in the right-hand pane. This will send an email to the new signer, but the original signer can still sign the document if they become available.
6. In the far right pane, you'll see a list of vertical tabs, which also have document management functions. You can share the transaction with a colleague, review the document protection information, send a reminder to the signer, review the history audit report, and even add some notes about the document.
7. Another way to see the status of the document is on the dashboard in the events and alerts area. Events are actions that have happened to the transaction like signing or sending and alerts are expected actions that don't have a specified timeframe. These are both customizable. Just click the little wrench icon and choose exactly what events and alerts you'd like to see on your dashboard.