Managing Documents for Signature (Signatures+ History)
How to Send Documents
See How to Send Documents for Signature
Signatures+ History
See what is currently out for Signature and previous sends using the History tab:
https://app.pivott.io/signatures-plus/history
Statuses:
- Packet status (Draft, Sent, Revoked, Expired, Completed)
- Sender status (Viewed, Completed)
Filter by:
- Document
- Sender
- Date range
- Packet status
- Recipient(s)
Export:
- CSV
- Excel
Available Actions
Actions available on a document from the History tab:
| Action | Available When | Who Can Take It |
|---|---|---|
| ✏️ Edit Draft | Status is Draft and the document has an embed URL | The sender (packet creator), or any Staff/Admin user |
| 🔔 Remind Signers | Status is Sent and at least one recipient has not yet completed signing | The sender (packet creator) only |
| 📅 Extend Expiry | Status is Sent | The sender (packet creator) only |
| 🚫 Revoke Document | Status is anything other than Draft (i.e. Sent, Scheduled, Need Attention, Completed, Declined, Expired) | Any user who can see the document |
| ⬇️ Download Document | Status is Completed | Any user who can see the document |
| 👁️ View Audit Log | Status is anything other than Draft | Any user who can see the document |