How-to

How to track who has signed

Once a document is out, the question is always the same: who's signed, who hasn't opened it, and who needs a nudge? With PDFs sent as email attachments, the answer is a guess. Sent for signature, every open and every signature is recorded. Here's where to look in SignMaster, from a quick glance to a feed into your other tools.

Updated November 5, 2026 · 3 min read

On this page
  1. At a glance: the envelope list
  2. In detail: the envelope page
  3. Without logging in: email notices
  4. Across many sends: templates and batches
  5. In your other tools: webhooks and the API
  6. Questions

At a glance: the envelope list

Each send is an envelope: one or more documents going to one or more signers. The Envelopes page lists them all, each row showing progress like 2 of 3 signed. The tabs across the top sort out what needs you:

ViewWhat's in it
Waiting on youEnvelopes where it's your turn to sign
Waiting on othersSent and not finished, which narrows to Sent, not opened or In progress
Needs attentionDeclined or expired envelopes
CompletedEveryone signed; the signed PDF is ready
Drafts and VoidedNot sent yet, or canceled
Envelope list views

Sort by last updated to see what moved most recently. Sent, not opened is the list to work from on a Monday morning: those people haven't even looked yet.

In detail: the envelope page

Open an envelope to see each recipient's line, with a status in plain words:

  • Signed with the date, or Waiting to sign for whoever's turn it is.
  • Up next for later signers in an ordered envelope, and Gets a copy when everyone signs for copy recipients.
  • Declined or Asked for changes, with the date and their reason.
  • Replaced by a new name if a signer was swapped, or a group's line naming the member who signed for it.

Below that, Activity is the full timeline: sent, email delivered or bounced, opened, agreed to sign electronically, signed, reminded, link copied, and everyone signed. It's the same history that goes on the certificate of completion.

Without logging in: email notices

  • Everyone signed: you get a notice listing each signer and when they finished, with the signed PDF attached.
  • Declined or asked for changes: you're emailed right away with their reason, so you can fix it the same day.
  • A question: when a signer leaves a comment on the signing page, it comes to you by email to answer.

Not sure what's stuck across dozens of envelopes? Ask Alana, SignMaster's assistant, what's waiting on you, which envelopes are overdue, or why a particular signer hasn't finished.

Across many sends: templates and batches

  • Bulk sends show every row as waiting, sending, sent, failed or skipped, and the results download as a CSV listing each envelope and its status.
  • Responses on a template (every paid plan) puts every envelope sent from it in one table, with each recipient's status and every answer they filled in, and exports it as CSV or JSON.

In your other tools: webhooks and the API

On Crew and Company, webhooks send a signed JSON message the moment a signer views (recipient.viewed) or finishes (recipient.completed), and when the envelope completes, is declined, voided or expires. Point them at Zapier's Webhooks by Zapier Catch Hook trigger to post a Slack message or update a CRM. The REST API can list envelopes by status for your own dashboard.

Questions? Answers.

Can I see if someone opened my document?

Yes. The envelope's activity shows when each signer opened it, and the Sent, not opened view lists envelopes nobody has looked at yet.

Do I get notified each time one person signs?

By email, you hear when everyone has signed, or when someone declines, asks for changes or leaves a comment. For a notice on each individual signature, use the recipient.completed webhook on Crew or Company.

What does Up next mean on a signer?

The envelope is signed in order and someone before them hasn't finished. They get their signing email automatically when it's their turn, and reminders start then.

How do I see everyone who signed a template I use a lot?

Open the template's Responses tab, on any paid plan. It lists every envelope sent from that template with each person's status and answers.

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