This article covers how to find, track, and manage electronic signature requests within Firm360 — including how to search for requests, use the Action menu, and view detailed signature status for any document.
Accessing Signature Requests
From the Documents page:
- Show All Signature Requests — takes you to a dedicated list of every signature request across your firm.
Searching for Signature Requests
Once you're on the Signature Requests page (Documents → Signature Requests), use Search Criteria to narrow the list down. You can filter by:
- Client
- Status
- Sent Date
- Sent By Me
This is the fastest way to find a specific request without scrolling through the full list — for example, filtering by Status to see everything still marked Sent + Viewed (not yet complete), or by Sent By Me to see only requests you personally initiated.
Each row in the list shows the document name, client, status (e.g., Sent, Complete), and send date.
Saved Search: Setting up a Saved Search can save time when trying to prioritize the signature requests that matter most to you.
Using the Action Menu
The Action Menu items are available to all team members that have an active eSignature license.
Every signature request has an Action dropdown on the right-hand side with four options:
| Action | What it does |
|---|---|
| View Audit Trail | Shows the full history/timeline of the signature request — useful for confirming when it was sent, viewed, and signed. |
| Manage Reminders | Lets you adjust the reminder settings for that specific request. |
| Send Reminder Now | Immediately sends a one-off reminder to whoever hasn't signed yet, outside of the normal reminder schedule. |
| Cancel Request | Cancels the outstanding signature request entirely. |
Use this menu any time you need to check on, nudge, or stop a request that's already in progress.
Viewing Full Signature Details
Clicking directly on a document name (shown in blue) opens the Document Signature Details window. This gives you a complete snapshot of that specific request, including:
- Recipients — every signer on the request, along with their individual status (Viewed or Pending)
- Signing order — noted at the top (e.g., "can sign in any order")
- Requested Date — when the signature request was originally sent
- Expiration Date — when the request will expire if not completed
From this window, you can also click Continue to proceed with your own signature if you're one of the recipients, or View Document to open the file itself.
Quick Reference
- Need to find a request? → Documents → Signature Requests → Search Criteria (Client, Status, Sent Date, Sent By Me)
- Need to check history or nudge a signer? → Action dropdown (View Audit Trail, Manage Reminders, Send Reminder Now, Cancel Request)
- Need full status on all signers? → Click the document name in blue to open Document Signature Details