Track the Signature Status of a Document

You want to check whether a document sent for electronic signature has been signed by the recipient. After sending a document for electronic signature via email, you can track its status directly in GEM-CAR. Access the list of documents for a specific client by clicking Clients > Clients, then open the desired record.

Next, click the Documents tab and click the Print slip icon next to the relevant document.

A window will open displaying:

• the status of the document (signed or pending)
• the history of the document
• the date and time the document was created;
• the date and time of the signature, if the document has been signed.

When the recipient receives the email, they can open the document and sign it directly from the link included in the email. Once the signature is complete, the document’s status is automatically updated in GEM-CAR.