Manage eSignature requests

Learn how to track the eSignature requests you have sent and how to revoke a request.

Every eSignature request you send appears in the Documents view of the DocExport board. From there, you can check a request's current status and revoke a request that should no longer be signed.

Open the Documents view

• Open the DocExport board view

• Click on More

• Select Documents

The list shows your eSignature requests together with their current status, so you can see at a glance which documents are still waiting for a signature.

Open the eSignature summary

The eSignature summary shows the full history of a single request, which is useful when you need to prove who signed a document and when.

• Click on the sign icon next to the relevant document

The summary contains:

• BoldSign ID: the unique ID of the signature request with our eSignature provider BoldSign. Please include this ID when you contact our support about a specific request

• Status: the current status of the request, for example "Completed", including the name of the person who signed

• Sent by: the sender identity the request was sent from

• Sent on, Last activity and Completed on: the time stamps of the signing process

• File(s): the document that was sent for signature

• Document History: a table with every step of the process, including date and time, IP address, user activity (viewed, signed, completed, downloaded) and the resulting action

You can also click on Download audit log to download the audit log PDF again at any time.

Revoke an eSignature request

Revoking cancels a request that has already been sent. The signers can no longer open the document, and the link in the signing email stops working.

• Open the Documents view as described above

• Find the relevant request in the list

• Click on Revoke

Good to know

• Revoking cannot be undone. If the document still needs to be signed, send a new request by triggering your automation again.

• Credits are not returned. A revoked request still counts towards the eSignature requests you have used. See eSignature credits and pricing.