How to View E-Sign Activities

Follow the steps below to view E-Sign activities inside your proposals.

Step 1: From the main menu, go to the “Customers” tab.  

Step 2: Click “Proposals” within the “Actions” section. 

Step 3: Click on the “View Detail” button.

Step 4: Click the “E-Signature Activity” tab on the left.  

The “Activities” tab will show the signer's email address and status. 

The “Recipients” tab shows the recipient’s email address, status and the date and time when the e-sign activity was updated.