How to track signatures and documents

Signature tab (property level)

The Signature tab on each property page gives you a complete view of all documents sent for signature on that property.

Accessing the Signature tab

1. Navigate to your property page.
2. Click the Signature tab in the campaign page navigation.

What you see

The table displays:

• Document name — The name of the contract or document.
• Recipients — The first recipient is shown, plus a count of additional recipients (e.g. "John Smith +2").
• Status — Current signature status (Sent, Signed, Pending, Completed, Cancelled).
• Modified — When the document was last updated.

Filters:

• Filter by recipient to find contracts involving a specific person.
• Filter by status to see only documents in a particular state.

Viewing signature details

Click any row to open the signature sidebar, which shows:

• All recipients and their individual signing status.
• Actions: Resend the document, Cancel the contract, or View the signed document.
• If the document is linked to a buyer offer, click View next to the offer to open the buyer sidebar.

Document tab (property level)

The Document tab on each property page displays all documents associated with the property.

What you see

The table displays:

• Document name and file size.
• Sharing status (Public, Private, or shared with specific individuals).
• Page count, field count, and signature count for each document.
• Document type tags: Contract of Sale, Qualification, or Other.
• Modified date.

Key actions

• Upload files — Drag and drop PDFs onto the page, or click Upload file.
• Import template — Copy a template as a property document.
• View — Preview the document in read-only mode.
• Edit — Rename the document and change sharing settings, then edit fields in the editor.
• Duplicate — Create a copy of the document.
• Share — Set visibility (Public, Private, or specific buyers).
• Prepare document — Launch the document preparation flow directly from here.
• Download — Download the document to your device.
• Delete — Remove the document from the property.

Multi-select actions:

Select multiple documents using checkboxes to bulk Share, Delete, Resend, or Cancel signatures.

[Screenshot: Document tab showing a list of property documents with action menu open]

Contracts page (coming soon)

A centralised Contracts page is planned that will let you manage all signatures and documents across all your properties from a single location. This feature is not yet available.

Signature sidebar

The signature sidebar appears when you click on a sent document from the Signature tab, Document tab, buyer sidebar, or Contracts page.

What it shows:

• List of all recipients with their individual status (Sent, Viewed, Signed, Pending, Next, Completed).
• The document name and property (if applicable).
• Actions per recipient:
  • Resend — Send a reminder to the recipient.
  • Cancel — Cancel the entire signature flow.
  • View — Preview the document in its current state.

Tips

• Use the Signature tab for property-specific tracking and the Contracts page for a cross-property overview.
• Check the "Pending" status — This means you need to manually send the document to the next recipient. The Send button is highlighted as a primary action.
• Download signed documents — From the signature sidebar, preview the fully signed document and download it for your records.

FAQ

Q: Can I see when a recipient viewed the document?

A: Yes. The recipient status updates to Viewed when they open the document link.

Q: How do I cancel a contract that's been sent?

A: Open the signature sidebar, then click Cancel. A confirmation modal appears. Once cancelled, the document status changes to Cancelled and recipients are notified.

Q: Can I resend a document to a recipient who hasn't signed?

A: Yes. From the signature sidebar, click Resend next to the recipient's name. They receive a new email notification.

Q: Where can I download the fully signed document?

A: From the signature sidebar, click View to preview the signed document, then Download. The downloaded PDF includes all signatures and a signature certificate.