Learn how to check whether a client has signed a document, view the signed version, and download a copy from your Engage dashboard.
Overview
Once a client completes an e-signature request, the signed document is available in your Engage dashboard. You can check the signing status, preview the document, and download a copy at any time.
How to view a signed document
Go to your Engage dashboard.
Find the Engage request that included the signature step.
Open the request to see whether the document has been signed.
Click on the signature step to preview the signed document, or download a copy.
What happens next
The signed document is stored within the Engage request and remains available for you to view or download at any time.
Important information
The signed document shows the date and timestamp for when it was signed
The final page of the signed PDF includes a comprehensive audit trail, showing when the document was viewed and signed
Your client also receives a signed PDF copy via email once they complete the signing