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The e-signature request editor, where staff can confirm documents, signer fields, and the request setup. Open the case and confirm that the generated agreement is the intended version, the signer names and email addresses are correct, and required fields are placed correctly. Recreate the request when any of those inputs changed; resending an old request does not correct the underlying document or signer setup. Ask the signer to use the latest request email and check spam or filtered mail. Confirm the recipient address in the request. If the link is expired, invalid, or was sent to the wrong person, create a new request after reviewing the document and fields again.

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If the signed file is missing

Check the signature request status first. When completion is shown, return to the related case files and locate the signed output. Do not replace the completed copy with a later unsigned draft. If the request appears complete but the output does not appear, capture the case ID, agreement name, signer, approximate completion time, and visible status for support.

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Multi-signer issues

Confirm the intended signing order and every recipient before sending. If a signer must change or a signature field was placed incorrectly, recreate the request instead of trying to retrofit a completed or in-progress request.

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Escalate safely

Include the case ID, document name, request status, approximate time, and screenshot. Do not send the agreement, signature link, or client credentials in an unapproved support channel. See Agreements & e-signatures.