Send the package
Send to your recipients and the package joins All Packages with a status track that steps from Sent to Completed.
Know where every package stands.
Once a package is sent, follow it from one place. See who has opened and signed, find any package in a few clicks, and send a reminder to whoever is still to sign.
Sent is not the end. See who has signed, who has not, and what to do about it.
Progress for each recipient. Open a package to see signing progress for every recipient, with tiles for signatures, recipients, documents and last activity.
Search and filter your packages. Search by package title, then filter by status or created date. The Viewed filter shows packages a recipient has opened.
A board of status lanes. The kanban view groups packages into lanes for Draft, Scheduled, Sent, Completed, Declined and Voided, each with a running total.
Reminders, automatic or on demand. Choose how often reminders go to anyone who has not signed. Or send one yourself from the package or from a recipient's row.
Email history. See every email sent for your packages and whether it was delivered, bounced, failed or was marked as spam, with the reason.
Notifications you choose. Hear when a document is viewed, signed or declined, or when an email is not delivered. Switch each event on or off, in app and by email.
How it works. From sent package to signed in three steps.
01
02
See who has signed
Click a row for a preview panel with a summary, recent activity and email logs. Open the package for each recipient's progress.
03
Follow up and finish
Send a reminder to anyone still to sign. When every recipient has finished, you are notified and can download the documents.
Watch how it works
All videos
0:56Tracking a package
Read the status ring, recipients and history, and send a reminder.
0:59Finding your packages
Filter and search across Drafts, Sent and Action required.
- Coming soon
Working in the kanban view
See packages by status and open the panel for any one.
Read the guide
Frequently asked questions
Yes, if your role has the view all packages permission. The filter menu then lets you view packages from yourself, specific team members, a member group or everyone. Packages a colleague shares with you appear in your list, marked Shared with you.
The package's status track flags a recipient email that could not be delivered. You can also be notified when an email bounces or fails, with the recipient, the package and the reason. Email history shows the delivery status of each email.
No. A package moves to another lane when its status changes. Use a card's actions menu to act on it, or click the card to open a preview panel beside the board. Packages that are on hold sit in the Sent lane.
For a bulk send, yes. Open the batch's details, select the rows you want and choose Send reminders. For a single package, send a reminder from its actions menu or from a recipient's row. Reminders are offered when the package's status and your permissions allow them.
Email history is included on every plan and needs no permission. You see the emails sent for your own packages. Members whose role has the view audit log permission see every email sent for the workspace. See pricing for what each plan includes.
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