eSign requests

Documents waiting for your signature.

Who can use this page

Everyone who is signed in can open eSign requests. You see requests you sent, requests addressed to you and, if you’re a Document Administrator, every request.

Sending a request: needs the Document Administrator role (the add_signaturerequest permission).

Cancelling a request: the person who sent it, or a Document Administrator.

eSign requests is where documents are sent for signature and signed. A sender attaches a document from Documents and names the people who must sign it. Each person reviews the document, then draws or types their signature.

The list

The page has three tabs:

• All shows everything you can see.
• To sign shows requests waiting for your signature.
• Sent by me shows requests you sent.

Search by title, document or sender, and filter by Status: Pending, Completed, Declined or Cancelled. Requests waiting on you are listed first and carry an Awaiting you label.

Each row shows the title, the document, how many recipients have signed (for example “2/3 signed”), the status, who sent it and the due date. Select a row to open it.

Request statuses

Status	Meaning
Pending	Waiting for one or more people to sign.
Completed	Everyone has signed. The signed copy is ready.
Declined	A recipient declined to sign.
Cancelled	The sender cancelled it. Nobody needs to sign.

Sign a document

1. Open the request from To sign, from the list, or from the link you were sent.
2. Select Review & sign. A window shows the document so you never sign blind. PDFs and images preview in the window. For other file types, download the original from the page header and read it first.
3. Tick the confirmation that you have read the document. By signing you confirm the signature is yours and you agree to the document. The sender is told that you signed.
4. Add your signature, either way:
   • Draw it with your mouse, finger or stylus. Clear starts again.
   • Type your full name.
5. Select Sign document.

The button stays off until you’ve ticked the confirmation and added a signature. After you sign, the request shows when you signed. The Signed copy becomes available once everyone has signed.

Peoplance records the time, your IP address and your browser with each signature, for the audit certificate.

Decline to sign

Select Decline, add an optional reason so the sender knows why, and confirm. Your decision and reason appear against your name in the recipients list. You can only respond once.

The request page

• The header shows the title, who sent it and the due date.
• Original downloads the document that was sent. Signed copy appears when the request is completed.
• The details panel shows the status, the document, the sender, the due date and any message from the sender.
• Recipients lists each person with their status. It shows when they signed, or their reason if they declined.

When everyone has signed, Peoplance adds an audit page to the end of the PDF with each person’s name, signature, time and IP address, and saves it as the signed copy.

Send a request

For Document Administrators.

1. Upload the document first in Documents, if it isn’t there already.
2. Select New eSign request.
3. Choose the Document.
4. Enter a Title, such as “Sign your offer letter”.
5. Add an optional Message for the signatories and an optional Due date.
6. Add one or more Recipients from the people list. Use the remove icon to take someone off.
7. Send it.

You need a document, a title and at least one recipient. Each recipient is asked to sign and can see the request in their To sign tab.

Cancel a request

While a request is Pending, the sender or a Document Administrator can select Cancel request and confirm. Recipients are told that no signature is needed. A cancelled request stays in the list for the record.

List and table controls

Search, status and the selected scope are kept in the page URL. Matching requests are paged. The summary keeps the document, recipients, status and due date; Open leads to the request details.