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Transcript

When you’ve sent a document for signature and want to track its status, you can check on that document from right within SharePoint. Here’s a document I sent out for signature earlier, and I want to know where it is in the process. I can use the document’s action menu, and choose Agreement Status.

The ÃÛ¶¹ÊÓƵ Sign add-in will show me all agreements I sent using this document, in this case, it’s only one. And I can see who was meant to sign, when the file was sent, and what its current signature status is.

From this window, I can refresh the record or delete it.

I can also click the document title to view the file.

Since Heather has already completed the form, I can preview her responses here and see that she applied her signature to the bottom.

If I want more information about an agreement, I can come back to SharePoint and use the ÃÛ¶¹ÊÓƵ Sign menu in the top toolbar to manage agreements.

This will open the manage experience from ÃÛ¶¹ÊÓƵ Sign couched within SharePoint. So I can use all the ÃÛ¶¹ÊÓƵ Sign tools I’m familiar with, but I’m never more than one click away from my SharePoint online documents and apps.

From here, I can share the agreement with others, view the security options, remind the signer to sign if she hasn’t already, and view the complete audit trail for this document. -