When to use
To find out who has already signed, resend the link, download the signed contract or cancel a request.Where to track
- Registrations → Digital Signatures: all documents, with indicators at the top and filters by Status and Type (Customer or Prospect).
- Digital Signatures tab (customer) or Signature Requests tab (prospect): only that person’s documents.
Status
Actions on each document
Open Actions on the row.What happens when the document is signed
- Prospects: the document moves the prospect in the funnel and, with automatic conversion on, creates the customer.
- Vehicles: the vehicle linked to the contract is updated (marked as sold, in prospect contracts).
Digital signature report
In Reports → Report Center, choose Digital Signature Report: documents sent, signature rate and average time to sign.
Export to CSV or PDF, view the preview or send by email.
The report only appears when there is an active ZapSign integration and your profile has permission for it.
Frequently asked questions
I canceled, but the status is not clear in the list.
I canceled, but the status is not clear in the list.
Canceled documents count in Canceled / Refused in the report.
Can a Rejected document be resent?
Can a Rejected document be resent?
In prospects, rejected documents may not allow resending or deleting from the screen. Create a new request for the same prospect.
Document with Failed status.
Document with Failed status.
It may have been caused by the plan’s signature limit, an invalid email or an error in ZapSign. Fix the data, create a new request and, if it persists, contact support.
Related pages
Send for signature
Create a new request.
Reports
Report Center.