Track, remind, void, and bulk send
Document statuses, reminders, voiding, bulk send, and the audit trail.
View as MarkdownEvery Easerix Sign document moves through clear statuses — Draft, Out for signature, Completed, Declined, Expired, or Voided. While a document is out for signature you can remind unsigned signers, void it with a reason, or sign someone in person. Bulk send fans one draft out to up to 100 recipient sets, and the audit trail records every action.
Document statuses
The documents list groups everything under tabs — All, Drafts, Awaiting, Completed, Declined, Expired, Voided — with a search box and, in a shared workspace, an Everyone / Mine / Shared filter.
| Status | Meaning |
|---|---|
| Draft | Being prepared — file, recipients, and fields can still change |
| Out for signature | Sent; signing links are live and signers are working through it |
| Completed | Everyone signed; the final PDF and certificate of completion exist |
| Declined | A recipient declined to sign, closing the request for everyone |
| Expired | The signing deadline passed before completion; links no longer work |
| Voided | You cancelled the request; links stopped working immediately |
Each recipient also has their own status on the document page: Not sent, Pending, Sent, Viewed, Signed, or Declined.
Remind signers
- Open a document that's out for signature and choose Remind.
- Every signer who hasn't signed yet gets a fresh email with their link.
Prefer not to think about it? Turn on Auto-remind in the send dialog (every 2 or 3 days, or weekly) and Sign re-emails unsigned signers automatically.
Void a document
- Open the document and choose Void.
- Optionally give a reason — it's shared with recipients.
- Confirm with Void document. Signing links stop working immediately, unsigned recipients are notified, and this can't be undone.
Sign someone in person
On a document that's out for signature, Sign in person opens a signature pad for the next unsigned signer — hand them your device, let them draw, and their signature is recorded exactly like a remote one, audit trail included.
Bulk send
Send the same draft to many people, each getting their own independent copy:
- In the draft editor, choose Bulk send.
- Enter one line per envelope —
Ada Lovelace <[email protected]>or just the email. If the draft has multiple recipient slots, separate them with semicolons, in slot order. - Optionally add a message and send. Up to 100 envelopes per batch.
Each recipient set gets its own copy with its own signing links, and the draft stays reusable for the next batch.
The audit trail
Every document page shows its audit trail: who did what — created, attached the file, sent, viewed, filled a field, signed, declined, voided, completed — with a timestamp and the actor's IP address. Events are chained together so the history is tamper-evident, and the completed PDF carries a certificate of completion built from this trail.
Sharing and access
Documents are private to you until you choose Share with workspace on the document page (Make private reverses it). Shared documents appear for teammates under the Shared filter. Download fetches the current PDF — the final stamped version once the document completes.
Frequently asked questions
Can I edit a document after sending it?
No. Once sent, the file, recipients, and fields are locked. Void it, then create and send a corrected copy — the void reason tells recipients why.
What happens when a document expires?
If you set an expiry and the deadline passes before everyone signs, the document moves to Expired and its signing links stop working. Send a fresh copy if it's still needed.
Can I get notified in my own systems?
Yes — add a webhook under Settings → Webhooks. Sign POSTs document events (sent, viewed, signed, declined, completed, voided, expired) to your endpoint, HMAC-signed via the X-Easerix-Signature header.
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