> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Track signatures

> See the status of each document sent, update manually, download the signed PDF and the audit, cancel requests and use the signatures report.

The **Digital Signatures** screen gathers customers' and prospects' documents in a single list, with the progress of each one.

## 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.

Columns of the general list: **Document Name**, **Signer**, signer's **Email**, **Status**, **Created At**, **Signed on** and **Type**.

## Status

| Status | Meaning |
| :- | :- |
| **Generating** | The document is being prepared. |
| **Pending** | Sent and awaiting signature. |
| **Signed** | Signed. The date appears in **Signed on**. |
| **Rejected** | The signer refused. |
| **Failed** | It was not possible to create or send the document. |
| **Draft** | Not yet sent. |

## Actions on each document

Open **Actions** on the row.

| Action | What it does |
| :- | :- |
| **Copy Link** | Copies the signature link. |
| **Send via WhatsApp** | Resends the link through WhatsApp. |
| **Check Status** | Queries ZapSign and updates the status. Reports when the PDF is already available. |
| **View** | Shows the signer's data, the variables and the PDF link. |
| **Download PDF** | Downloads the PDF. Appears when the PDF already exists. |
| **Audit Report** | Downloads the audit trail. Only for **Signed** documents. |
| **Cancel** | Cancels the request. Only for **Pending** documents. |
| **Delete** | Removes the document from Notfy and from ZapSign. |

> [!TIP]
>
> The status may update by itself when the signer signs. If the document has already been signed and the list still shows **Pending**, use **Check Status**.

> [!WARNING]
>
> The signed PDF link expires after some time. If the download fails, use **Check Status** to get a new link.

## 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).

If the document expires, the prospect is moved to the lost stage.

## Digital signature report

In **Reports → Report Center**, choose **Digital Signature Report**: documents sent, signature rate and average time to sign.

| Filter | Options |
| :- | :- |
| **Status** | **Signed**, **Pending** or **Canceled / Refused** (or **All**). |
| **Search document** | Name, signer or email. |
| **Period** | Start and end date. |

Export to CSV or PDF, view the preview or send by email.

> [!NOTE]
>
> The report only appears when there is an active ZapSign integration and your profile has permission for it.

## Frequently asked questions

> [accordion] I canceled, but the status is not clear in the list.
>
> Canceled documents count in **Canceled / Refused** in the report.

> [accordion] 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.

> [accordion] 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

> [card] [Send for signature](https://docs.notfy.ai/en/contratos/enviar-para-assinatura.md)
>
> Create a new request.

> [card] [Reports](https://docs.notfy.ai/en/relatorios.md)
>
> Report Center.


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