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Atlas

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Track signatures

The Signatures page lists everything you sent for signature and everything you need to sign, with where each request stands.

Depending on your plan Menu › Signatures Every member sees what they sent and what they need to sign
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  1. 1Filter the requests
  2. 2Search for a signer
  3. 3This month's sends
  4. 4The requests
  5. 5The useful action for each request
  6. 6An Atlas suggestion
Hover a number to find the area. Click the screenshot to enlarge it.
The Signatures page: the filter tabs, the signer search, this month's sends, then the Document, Where it stands, Sent and Action table.

The list

Section titled “The list”
  • The tabs filter: For me to sign, Waiting for others, Drafts and failures, Finished and All.
  • Signer (name or e-mail) searches for a person.
  • The Where it stands column says who has to act: “Not opened yet”, “Opened, not signed”, “1/2 · waiting for …”, signed, declined.
  • The Action column offers the useful step: Sign, Remind the awaited person, Resume a draft, Retry a failed send, Signed PDF, or Resend a declined or expired request.

A request’s details

Section titled “A request’s details”

Click a row to open its details.

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  1. 1Where the request stands
  2. 2The actions
  3. 3The signers and their progress
  4. 4Atlas' suggestion
  5. 5Linked records and emails
Hover a number to find the area. Click the screenshot to enlarge it.
The details of Contrat cadre Nébula 2027: waiting for Hugo Marchand, the Remind and Sign in person buttons, the two signers in order, the history, Atlas' suggestion and the links to the contact, the deal and the email.
  • The header sums up who has to act and the expiry date; View PDF opens the document sent.
  • Each signer shows their state: to sign, waiting for their turn, opened, signed or declined, with the date.
  • History lists each event: sent, opened, reminded, signed.
  • Links attaches the request to contacts, deals or emails; Open record goes back to the original record.

The actions

Section titled “The actions”
  • Remind sends a reminder to the awaited signers (only the next one when the order is enforced). At most one reminder a day.
  • Sign in person: when the person is next to you, hand them the screen; the signature is recorded in their name. For Arcane eSign sends, offered to the person who manages the request.
  • Sign now shows when it is your turn on an Arcane eSign send: you sign in the app.
  • The … menu holds the other actions, including Cancel request (for the person who manages the request): signers can no longer sign and signatures already applied are lost.

When everyone has signed

Section titled “When everyone has signed”
A finished request: Signed by everyone, the Download signed PDF and Certificate buttons, the two signers with their date and Atlas' Signed by all suggestion.

The signed PDF and its certificate are filed automatically in the record’s files, visible to the team. Each step (sent, signed, declined, expired, canceled) also shows in the record’s history.