The History tab shows you the list of documents sent for signature from the board. It also shows the status of each document:
- Out for signature: You sent the document for signature; it's waiting on all signers to submit their signatures.
- Signed: All signers signed the document.
- Voided: You voided the document after sending it to the signers.
Actions menu
The three dots at the right side of each document in the History tab includes a menu of actions:
Actions available after sending a document
If you've already sent the document for signature but the document hasn't been fully signed yet, the following actions are available to you:
- Send reminder to... allows you to trigger an email reminder to the signer who hasn't yet signed the document. This is in addition to the reminders that DocuGen sends automatically based on the Signer notifications setting.
- Copy signing page link for... allows you to get a copy of the URL intended for the signer to access and sign the document.
- Void allows you to cancel the signing for all signers, including those who already signed the document.
Actions available after a document is fully signed
Once a document has been fully signed by all signers, the following actions are available to you:
- Download document allows you to download the fully-signed document
- Download certificate of completion allows you to download the proof and details of the signing process.
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