How do I track and manage signing processes in Simployer One?

Who can manage signing processes in Simployer One?

You manage signing processes in Simployer One on the Signing processes page, under Documents → Signing processes.

• Owners and Admins can manage signing processes by default.
• Managers can manage the signing processes they created, if they have the E-signing / Signing process permission.

How do I check the status of a signing process in Simployer One?

1. Select Documents → Signing processes.
2. Filter the list with the All, Active, Draft and Sealed tabs, or search by name.
3. Check the Status column. Examples:
   • Review: the document is with the reviewer.
   • In progress: the signing process has been sent. The Waiting on column shows who needs to sign and how many have signed.
   • Draft: the signing process hasn’t been sent yet (Waiting on: Not sent yet).
   • Completed: all required signing parties have signed. Completed signing processes are on the Sealed tab.
4. Click a row to open the signing process. You can then see the document, target employee, reviewer, signing parties, observers, signing method and who created it.

Tip

Check the Status column regularly to find signing processes that are still waiting for signatures.

Which actions are available for a signing process in Simployer One?

The three-dot menu (Actions) on the Signing processes page shows different options depending on the state of the signing process:

You can only edit drafts directly. To change a signing process that has been sent, see: How do I change or cancel a signing process after sending it in Simployer One?

To download a signed document, see: What happens when everyone has signed a document in Simployer One?

How do I duplicate a signing process in Simployer One?

Duplicate a signing process in Simployer One when you send similar documents regularly, instead of starting from scratch.

1. Select Documents → Signing processes.
2. Find the signing process you want to reuse.
3. Click the three-dot menu (Actions).
4. Select Duplicate.

Simployer One creates a new draft named “Copy of [name]” and opens it. It has the same target employee, signing parties, signing method and document content as the original. Make any changes you need, then click Save draft or Preview and send.

How do I resend a signing invitation in Simployer One?

Resend the invitation when a signing party can’t find the email asking them to sign. You don’t need to revoke the signing process.

1. Select Documents → Signing processes.
2. Open the Active tab and find the signing process.
3. Click the three-dot menu (Actions).
4. Select Resend link.

Simployer One sends the invitation again to the signing party whose turn it is to sign.