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How do I track document signing status in My Tasks?

See which documents have been signed and chase outstanding ones.

Written by Hayley Jones

My Tasks shows the current status of every document you've issued, so you can see at a glance what's been signed and what's still outstanding.

Checking document status

  1. Go to My Tasks from the main menu.

  2. Review the status column for each issued document:

    • Sent β€” issued but not yet signed

    • Signed β€” completed

    • Outstanding β€” overdue or not yet actioned

Chasing outstanding documents

Use the status view to identify anyone who hasn't completed their documents and follow up directly.

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