How to Track Document Signing Status

Once you've sent a document for signing, the Signatures view tracks every envelope through to completion — who's received it, who's opened it, who's signed, and who's still outstanding. Use it to chase pending signers, void envelopes, and confirm completion.

Where to find it

From the Documents page at https://app.trustpager.com/content/documents, switch to the Sent tab. Each row is one envelope you've sent, showing:

• The document template that was sent
• The recipient(s)
• Status — sent, delivered, signed, completed, voided, declined
• The TrustPager record (opportunity, contact) the envelope is linked to
• Timestamp of last status change

Inspecting an envelope

Click any envelope to open the detail view, where you'll see:

• Each recipient with their individual status
• Timestamps for each status change
• Direct link to view the envelope in your DocuSign account
• Automations that fired on completion
• Any reminder emails sent

Recipient statuses

• Sent — DocuSign has delivered the email
• Delivered — recipient has opened the envelope at least once
• Signed — recipient has applied their signature (intermediate when signing in sequence)
• Completed — every recipient has signed; the document is final
• Declined — a recipient refused to sign; the envelope is no longer active
• Voided — you cancelled the envelope

Resending reminders

For envelopes stuck waiting on a recipient, click Send reminder on the envelope detail. DocuSign emails the pending recipients prompting them to sign. There's also an automatic reminder schedule configurable per template — set it once and reminders fire automatically.

Voiding an envelope

To cancel an envelope (typo, wrong recipient, deal fell through), click Void on the envelope detail and provide a reason. DocuSign marks it voided and notifies any pending recipients. The TrustPager record updates automatically.

Resending a corrected envelope

Voiding doesn't restore the original document for editing. To send a corrected version, void the original then create a new envelope from https://app.trustpager.com/content/documents with the right details.

Filtering

Filter by status, document template, date range, or recipient email.

Logs

For the full event-level log including DocuSign webhook payloads, see https://app.trustpager.com/data/agreements.

Related

• https://trustpager.com/help-center/send-documents-esigning — sending a document for signing
• https://trustpager.com/help-center/how-to-connect-docusign — connecting your DocuSign account