E-signatures

When a Send for E-Signature action is taken, and one or more documents are sent to users (internal user, external user, or proxy user), an entry is made in the E-Signatures functional node to enable the user to act on the E-Signatures task. For more information, see Working with E-Signatures. The E-signature Requests log has the following toolbar options, which enable you to work with each E-signature item:

Toolbar Options

Description

View

To set the items in the log by selecting one of the following options:

  • All
  • Group by Status
  • Group by Envelope Code
  • Create New View
  • Manage Views

Edit View

To select which columns to display or hide, apply filters, group and sort by available fields, and to save custom views.

Delete

To delete an item in the log.

Refresh

To update the information displayed on the screen.

Print

To print the information displayed on the screen. Your other options are:

  • Export To CSV
  • Export To Excel

Search

To search for related items.

Find on Page

To filter results displayed on the screen. When you select this option, the system inserts a row that lets you enter filter parameters.

The E-signature Requests log contains multiple columns, such as Name, Form, E-Signature Status, Envelope Code, and so on, which provide details about each E-signature item.

When you select an item in the log, the right pane provides additional tabs, such as Preview and E-Sign Log.


Last Published Monday, March 2, 2026