This article explains how to manage outstanding signature requests in Stiply. Tracking and managing these requests effectively is essential for ensuring that all necessary signatures are collected on time.
What Are Outstanding Signature Requests?
Outstanding signature requests refer to documents that have been sent out for signing but have not yet been completed by all required signers. Managing these requests is key to keeping track of the status of documents and ensuring they are signed promptly.
Key Features of Managing Outstanding Signature Requests:
- Track Document Status: View which documents are awaiting signatures.
- Follow Up: Easily follow up with recipients who haven’t signed yet.
- Efficient Workflow: Keep your document signing process on track with clear visibility of outstanding requests.
How to Manage Outstanding Signature Requests in Stiply
Step 1: Log Into Your Stiply Account
- Go to Stiply’s Website and log into your account.
Step 2: Access the Open Signature Requests Section
- In your Stiply account, navigate to the Open Requests section. This area will show you all documents that are waiting for signatures.
Step 3: View Details of Outstanding Requests
Click on the Information-icon of any document to see detailed information, including:
- List of Signers: See who has signed and who has not.
- Status of the Request: Whether it is in progress, completed, or pending.
- Due Dates: Check any deadlines for completing the signature.
Step 4: Send Reminders
- If a signer has not completed their part, you can send them a reminder. Simply click the Send Reminder button in the available action section of the signature request.
Step 5: Cancel, Reassign or Extend the Term for Requests
- If needed, you can cancel the signature request or reassign the document to a new signer. This option is available in the document’s details section, offering flexibility to manage signers.
- It is also possible to extend the term of the signature request. Simply click the Clock-icon in the action section of the signature request and determine the amount of time you want to give the signer(s)
Why Manage Outstanding Signature Requests?
Managing outstanding signature requests in Stiply ensures that:
- Documents are Signed on Time: You can follow up with signers who haven’t completed their tasks, ensuring that your documents are signed as quickly as possible.
- Visibility: It provides a clear view of the signing process and highlights any bottlenecks or delays.
- Efficiency: With reminders and reassignment features, you can handle multiple requests simultaneously without unnecessary delays.