As a sponsor, you can check the current status of an e-signature commitment document. This will allow you to identify where each individual signer is in the process and when they last viewed the document!
There are two options to view the status of an e-signature commitment document in your portal:
In the Fundraising section, within the Commitment directly
In the Documents section, within the Signature Request tab
Steps to Review the E-Signature Document status within the Commitment:
Step 1. Navigate to Fundraising from the left-hand navigation bar.
Step 2. Click on the relevant Opportunity Name. Hint: Use the filter at the top of each column to identify the Opportunity.
Step 3. From the Opportunity, click on a specific Commitment on the right-hand side of the screen to view all of the Commitment Details.
Step 4. Finally, click on the Status field of any Document to reveal the Signatures list, which provides a list of each individual 'signer' and their latest interactions with the document.
Steps to Review E-Signature Document status from the Documents Tab:
Step 1. Navigate to Documents from the left-hand navigation bar.
Step 2. Select Signature Requests to view all current and past E-Signature Requests.
Step 3. Click on the relevant e-signature request (row in the table) to view each signature's full details and status. Hint: each column can be searched/filtered to help refine the displayed results.
The below video walks through both options in entirety to view the E-Signature Request status:
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