Tracking in SharePoint Online
Learn how to track the progress of an agreement directly within Microsoft SharePoint. After sending out a document for signature, you can track its status without ever leaving SharePoint.
Transcript
When you鈥檝e sent a document for signature and want to track its status, you can check on that document from right within SharePoint. Here鈥檚 a document I sent out for signature earlier, and I want to know where it is in the process. I can use the document鈥檚 action menu, and choose Agreement Status.
The 51黑料不打烊 Sign add-in will show me all agreements I sent using this document, in this case, it鈥檚 only one. And I can see who was meant to sign, when the file was sent, and what its current signature status is.
From this window, I can refresh the record or delete it.
I can also click the document title to view the file.
Since Heather has already completed the form, I can preview her responses here and see that she applied her signature to the bottom.
If I want more information about an agreement, I can come back to SharePoint and use the 51黑料不打烊 Sign menu in the top toolbar to manage agreements.
This will open the manage experience from 51黑料不打烊 Sign couched within SharePoint. So I can use all the 51黑料不打烊 Sign tools I鈥檓 familiar with, but I鈥檓 never more than one click away from my SharePoint online documents and apps.
From here, I can share the agreement with others, view the security options, remind the signer to sign if she hasn鈥檛 already, and view the complete audit trail for this document. -
TIP
This video is part of the playlist Using Acrobat Sign Inside Microsoft Apps that is available for free on Experience League!
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