Request a Signature
Follow up
Open Documents and filter for Awaiting Member Signature or Awaiting Staff Signature. If the member cannot find the request, confirm the recipient email and ask them to check their spam folder. You can resend a pending document from its record when that action is available.
Use Resend Email while the document is awaiting the member’s signature and has a recipient email. It replaces the earlier signing link; ask the recipient to use the newest email. The replacement link lasts seven days.
If the template requires a witness, open the document after the member signs and choose Add Witness Signature. The document remains awaiting a witness until that step is completed.
Use Void Document to close an incorrect request while it is awaiting a member or witness. This is not a way to undo a completed signature.

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