To check the current status of a dossier and see who has signed or still needs to sign, follow these steps:
Step 1: Access the Sign app
Once logged in, access the Sign app via the CM.com platform by clicking the nine dots in the upper right corner and select the Sign app.
Step 2: View pending dossiers
Click the “Pending” button to see dossiers that are awaiting signatures.
Step 3: Check status of invitees
Click on the relevant dossier to view the status of each invitee:
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Green: Indicates that the document has been signed.
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Orange: Indicates that the invitee has been invited but has not yet signed.
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Step 4: (Optional) Edit and send reminders
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The overview page allows you to:
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Change data: Edit details such as name and email address using the 'pencil' icon. You can also change the "Sent on behalf of" to mark a dossier as private, or share it within a Team.
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Send reminder: Send an additional reminder using the 'bell' icon
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Download dossier: Once the dossier is completed you can download all documents including the audit report
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Delete dossier: Remove the dossier if required