Managing E-Signature Requests & Deadlines

AAfter sending documents for e-signature via Lawmatics, you can easily track all signature requests. To do this:

Navigate to Docs & Forms in the main side navigation.
Click E-Signature Sends to view an overview of all pending and completed signature requests.

This section allows you to:

Track pending and completed signatures.
Resend signature requests if needed.
View and download signed documents.

Document Status

The Status column displays the current status of each signature request:

Sent: The request has been sent but not yet viewed or signed.
Processing: The request is still being sent (this may take up to 30 seconds).
Viewed: The signer has opened the document but has not signed.
Partially Submitted: At least one signer has signed, but not all required signers.
Completed: All required signers have signed the document.
Expired: The document was not signed before the expiration date.

In addition to the status, this section also displays:

Document name
Primary signer (Matter/Contact)
Number of signers who have signed vs. total signers
Expiration date (if applicable)
Date the request was created/sent
Last update date (e.g., last signer action)

Viewing Signers

Each signature request has an expand icon (triangle/arrow) on the left. Click it to view signer details.

For example, if a document has multiple signers, you can see:

Who has signed and when.
Who has not yet signed.

E-Signature Reminders

To ensure timely signatures, Lawmatics allows built-in e-signature reminders.

To send a reminder automatically:

Go to Docs & Forms > E-Signature Sends.
Click the three-dot menu (…) next to a document.
Select E-Sign Reminders.

Here, you can:

Write a custom email reminder with merge fields and a direct link to the document.
Choose when the reminder should be sent.
Opt to send a text message reminder.
Set a stop condition (e.g., if the matter reaches a specific status).

Note: If a document has multiple signers, reminders are sent only to signers who have not yet signed.

Once you have typed out your email, using any merge fields that you'd like as well as the link to access the actual document (green plus sign shown above), scroll down on the page to select when your reminder should be sent. You'll also see the option to send a text message as well and the option to "stop sending reminders if" a certain stage or status is applied on the matter.

No need to build an automation for this reminder, it will automatically be sent at the timing of your choosing. If the document has multiple signers, the reminder will only be sent to the signer(s) who have not yet signed.

Manually Resending a Signature Request

If needed, you can manually resend a signature request to an individual signer:

Go to Docs & Forms > E-Signature Sends.
Expand a document to view signers.
Click the Resend (circular arrow) icon next to the signer.

This will only resend the document to that signer—it will not affect signers who have already signed.

While automatic reminders are recommended, this option is useful if a signer requests a new email.

Signing a Document In-Person

Lawmatics allows in-person signing on a tablet or computer:

Expand a document to view signers.
Click the Sign In-Person icon next to the signer’s name.

⚠ Note: Documents signed in person may not be ESIGN Act compliant, unlike those signed through the emailed link.

Downloading a Signed Document

Every signature request includes a Download (arrow) icon to access the latest version of the document.

If partially signed, it will download with only the completed signatures.
If fully signed, it will download the finalized document.

Canceling a Signature Request

If you need to cancel a pending request:

Go to Docs & Forms > E-Signature Sends.
Click the Trash (Delete) icon next to the request.

Important: Canceling a request does not retract the original email. However, if a signer clicks the document link after cancellation, it will no longer be valid.

You cannot cancel a request once it is completed.

Resending an Expired Document

If a document has expired, you can renew and resend it:

Go to Docs & Forms > E-Signature Sends.
Click the Renew (clock) icon next to the expired document.

This will:

Un-expire the document.
Resend the link to all signers who have not yet signed.

Tracking Signature Requests on a Matter’s Profile

You can also view signature requests from an individual Matter’s Profile:

Navigate to Matters.
Open the relevant matter.
Scroll to the Matter’s Timeline to see e-signature activity.

You will see:

The current status (e.g., "Viewed" or "0/1 Signers Signed").
E-Signature request activity (e.g., document sent, viewed, or signed).
A Document Uploaded entry (an unsigned copy is saved here when sent, then replaced with the signed version once completed).

Whenever a document is sent to a matter for signature you will see it logged on their timeline, as shown above. This particular E-Signature has a status of viewed, so we can see above that 0/1 signers have signed, but the matter did view the document.

You will also see the Document Uploaded action at the top of the image above. Whenever a document is sent for signature it will automatically save a copy to the matter's files, so that you can review it if needed. Once they sign it, it will be replaced with the signed version.

FAQs

Will documents sent via automation be logged on the matter's profile and on the documents page?

Yes, automated documents will be logged exactly like if you had manually sent them.

Can I resend a document via automation?

You can use a sequence of Request Signature actions in an automation to resend a document until the person has signed. You will want to make sure you have also set exit conditions for this particular automation, so that when they sign the document they will exit from the automation and will not keep getting reminders. Note that each Request Signature action will create a new signature request, there is no way to resend an existing request via automation at this time.

I just sent a document out for signature but I can't remember if I populated everything correctly, can I review it after it has been sent?

Yes, you can view the sent document in the Files tab of that matter, or go to the Documents page and click the download button for that signature request. If a mistake was made, you will want to cancel that signature request, and send a new and corrected request.