Track E-Signature Status in Salesforce with Dochly

Updated June 2026 4 min read Native E-Signature

After sending a signature request, Dochly tracks the status of each signer directly on the Salesforce record. This guide covers the different status values, where to find tracking information, and what actions you can take from the record — including sending reminders, voiding requests, and accessing the completed signed document.

E-signature status values explained

Each signature request and each individual signer has its own status. The statuses below appear on the Dochly E-Signature record on the Salesforce record.

Sent

The signature request email has been sent to the signer. The signer hasn't opened the signing link yet.

Viewed

The signer has clicked the link and opened the document, but hasn't completed signing yet.

Signed

This individual signer has completed their signature. For multi-party requests, other signers may still be pending.

Completed

All signers have signed. The signed document has been stored on the Salesforce record.

Declined

The signer declined to sign. The request cannot proceed until it's voided and a new request is sent.

Expired

The signing link expired before the signer completed signing. A new request must be sent.

Where to track e-signature status

All e-signature tracking is on the originating Salesforce record where the document was generated. There are two places to look:

E-Signature Status field

A summary field on the record showing the overall request status — Sent, Completed, Declined, or Expired. Visible at a glance on the record layout without needing to open any related list.

Dochly E-Signature related list

A related list on the record showing one row per signature request. Open a request to see per-signer status, timestamps, authentication method used, and available actions (resend, void, download).

If the E-Signature Status field or the Dochly E-Signature related list isn't visible on the record layout, a Salesforce admin needs to add them. Go to Object Manager → the object (e.g. Opportunity) → Page Layouts → add the field and related list to the layout.

Actions you can take from the E-Signature record

Resend request

Sends the signing email again to all unsigned signers. Use this if the signer reports they didn't receive the original email or if the email went to spam. This does not create a new request — it resends the existing signing link.

Send manual reminder

Sends a one-time reminder email to pending signers outside of the automatic reminder schedule. Useful for time-sensitive documents where you need a response before the next automatic reminder.

Void the request

Cancels the signature request immediately. The signing link is deactivated and the signer receives a notification. Use this if you need to send a corrected document or change the signers. After voiding, send a new request.

Download signed document

Available once the status is Completed. Downloads the fully signed PDF with the audit trail appended. The same document is also available in the record's Files list.

Accessing the signed document

When all signers complete signing, Dochly automatically stores the signed PDF on the originating Salesforce record. There are two ways to access it:

Files related list

The signed document appears in the record's Files related list with the filename format: [Original document name] - Signed.pdf. This is a standard Salesforce File — you can preview, download, share, or attach it to emails from here.

E-Signature record download

Open the Dochly E-Signature record and use the Download Signed Document action. This is useful if you want to confirm which specific version is the final signed document, especially if multiple signature requests exist on the same Salesforce record.

The signed PDF includes a certificate of completion page appended at the end. This page shows: all signer names and emails, timestamps for each signature, authentication method used, IP addresses, and a document hash for tamper verification. Keep this file as your audit trail.

Frequently asked questions

Yes. The E-Signature record shows a Viewed timestamp when the signer opens the signing link. If a signer says they haven't received the email but the status shows Viewed, the email was received and opened — ask them to check spam or search for the email subject line.

If the status hasn't changed to Viewed after a couple of days, the email may have gone to spam or the signer may not have checked it. Use the Resend Request action or Send Manual Reminder to send the signing email again. You can also contact the signer directly to confirm they received it and ask them to check their spam folder.

Yes. Create a Salesforce list view or report on the Dochly E-Signature object to see all outstanding requests across multiple records at once. Filter by status (e.g. show all "Sent" requests older than 5 days) to identify which ones need follow-up. You can also add the E-Signature Status field to an Opportunity list view for a quick overview.

E-signature tracking is now clear. Next: Store signed documents in Salesforce — understand how Dochly stores completed documents and how to configure the storage location and naming.