Files and signatures
See who has signed
Admins & staff
Check who signed a task, when they signed and what they agreed to.
Where:SidebarTasksTask name
- Select Tasks in the sidebar, then select the task.
- Select Go To Task, then scroll to the Signatures card at the bottom. It lists each signer with their signature and when they signed.
- If documents were attached, Files signed lists them.
- Select Acknowledgement text snapshot to read what they agreed to, or Signature Audit details for the technical record.
Good to know
- The Signatures card appears after the first signature, and until then the task shows Signature marked Required.
- The client is listed as Primary signatory, and any extra signers they add appear by name and relationship.
- If you send the task back for changes, the client signs again, the earlier signatures stay listed with their dates, and Files signed can come from the first signing.
Related
- Require a signature on a taskAsk the client to review your documents and sign to confirm, instead of marking the task done.
- Download a submitted form as a PDFSave a client's submitted answers as a PDF for your records.
- Review and approve a submissionCheck what a client submitted and mark the task as completed.
- See how a client signsSee how a client signs a task, adds other signers and finishes, so you can talk them through it.