Start with the question you need to answer. Owners and administrators can use organization-wide views. Group Managers work inside their assigned groups.
Requests page
Open Requests for unfinished requests. Search and filter, then send reminders, resolve delivery failures, or close requests no longer needed. See manage requests.
Document compliance view
Open a signature-required document on Compliance. Filter by status or search for a person. Review who has completed the current revision, who has a pending request, and who needs a new request.
If the document has no published revision, finish it under Revisions first.
Add people
Add People assigns people to the document. It does not email them unless Also send a document request is on. Use Send request when your goal is to email a signing link.
Filter by group
When the document belongs to groups, use Groups to narrow the completion view. You can combine this with status and search.
Person detail view
Open a person on People. Documents shows what they need; Requests shows what has been sent. Settings holds their details and groups.
Documents tab
Switch between Currently Assigned and Previously Assigned for signature history. A current row shows its document status and relevant actions:
- Request signature or Send request when another signature is needed.
- Nudge for a pending request.
- Download signed document for an online completion, or Download uploaded file for paper on file.
Use Add Document to assign an existing document, or Print for a single-person report. Assignment alone does not send a request unless you enable the send option.
The Available to read section lists published documents accessible through the person’s groups. Those documents do not require completion and have no opening record. See reading access.
Requests tab
Review request status, sending and reminder dates, and delivery problems. Open an individual request’s activity when you need its full history.
Group compliance view
Open a group to review its People tab. Select a status, then select a person to open Group compliance. The sheet lists that person’s required documents in the group and the follow-up actions for each one. Send missing appears for eligible gaps on published documents.
Compliance on the group documents tab
The group’s Documents tab shows progress for documents that require signatures, scoped to group members. Documents Available to read are listed separately and do not need signatures.
Compliance on the group people tab
Each person’s progress reflects required documents in the group. Select the person to open Group compliance and see which documents need action. Group results can differ from a person’s organization-wide status because the scopes differ.
Compliance progress on the documents list
Document cards show the current version, draft status, groups, and completion count. Documents available to read show Available to read instead of a completion meter.
Compliance progress on the people list
Person cards show overall status and completion among assigned documents. Use filters to find specific needs. Color is a quick guide, not proof that every document is complete; check the count.
Request statuses
For exact meanings, see completion statuses. Request completion, current-document status, and delivery status answer different questions.
Paper on file in compliance views
Paper on file counts as completion for its revision. The Paper on file label identifies how it was completed. See record a paper signature.
Downloading a completion receipt
Use the completed request’s actions. See download records.
Activity history
Open Activity on a request to review and print its history. Use the organization Activity page to look across requests. Last modified on September 26, 2026
