SERENESTUDIO

Sending for Signature and Tracking Status

This article covers sending a prepared document for signature and monitoring its progress.

Sending the document

When your document is prepared — fields placed and signers assigned — you are ready to send:

  1. In the field placement editor, select Finalize and send. Alternatively, return to the eSign list, open the Draft, and select Send.
  2. A send confirmation screen appears showing:
    • Document title
    • List of signers with their assigned email addresses
    • Signing link expiry (default: 30 days — adjustable)
    • Optional message to include in the invitation email
  3. Review the details.
  4. Select Send. Each signer receives an email containing their unique signing link.

After sending, the document status changes from Draft to Pending.

Signer notification email

Each signer receives an email with:

  • A note that they have a document waiting for their signature
  • The optional message you included at send time
  • A Sign document button linking to their signing session

The link is unique per signer and does not require a Serene Creations account.

Tracking status

Navigate to eSign in the portal to see the document list. Select any document to open its detail view.

The detail view shows:

Section What it shows
Document status Overall status: Pending, Completed, Expired, or Cancelled
Signer list Each signer’s name, email, and individual completion status
Timeline Log of key events: sent, viewed, signed

Signer statuses:

Status Meaning
Awaiting The signer has not opened the link yet
Viewed The signer has opened the document
Signed The signer has completed all their assigned fields

The document moves to Completed when all signers reach Signed status.

Sending a reminder

If a signer has not completed after several days:

  1. Open the document detail view.
  2. Select the signer’s row.
  3. Choose Send reminder. A follow-up email is sent with a fresh link to the same signing session.

Cancelling a request

To cancel a pending document:

  1. Open the document detail view.
  2. Select Cancel request.
  3. Confirm. The status changes to Cancelled and all outstanding signing links are invalidated.

Cancelling is irreversible. To restart the process, create a new document from the same PDF.

When signing is complete

When all signers have completed their fields, the document is automatically sealed. You receive a notification and the document status changes to Completed. The sealed document is available to download from the document detail view.

Next steps