Track Signature Requests and Send Reminders

Watch submission status from the dashboard and configure automatic email reminders.

Every sent request is a submission with a live status. Tracking answers "who has signed", and reminders chase the ones who have not — automatically.

  1. Scan the Submissions view

    Switch the dashboard to Submissions. Each row shows the template, the recipient, and a status badge, with DOWNLOAD, COPY LINK, VIEW, and archive actions inline. COPY LINK is the quickest way to re-send a signing URL by any channel you like.

    Submissions list with a completed submission and its quick actions
  2. Drill into one submission

    Select VIEW to open the submission page — the signed document preview, each party's progress and field values, an AUDIT LOG button for the event-by-event trail, and DOWNLOAD for the sealed PDF.

    Submission page showing signed fields, parties and download actions
  3. Automate reminders

    In Settings → Notifications, set up to three automatic reminder emails — first, second, and third — anywhere from one hour to thirty days after the request goes out. Recipients who already signed are never reminded.

Watch submission status from the dashboard and configure automatic email reminders.

Sign in with your Trinity Medical Management account to follow along.

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