Follow up on a case
See how to follow up on a sent case: who has signed, whether the email was opened, how to send a reminder, fix a wrong email address and see the full event log.
Once a case is sent, the case page has everything you need to follow up: who has signed, whether the email arrived, and what has happened along the way.
The video shows how to send a reminder, fix a wrong email address and find the history. Below, the steps are described one by one.
How to do it
- Open the case. Find the case under Cases and click it. Each recipient has a card showing the signature and email status.
- See who you're waiting for. Signed means the recipient is done. Pending means you're still waiting for a signature.
- Check the email status. The email status shows whether the email was sent, delivered or opened. If it says Hard bounced, the email didn't arrive.
- Send a reminder. Click "Send reminder" on the recipient's card. You can edit the message before it's sent.
- Fix a wrong email address. Click "Edit" on the card, correct the address and click "Save recipient". Then choose to send the case again to the new address.
- Share the link yourself. "Copy link for signature" copies the recipient's personal link, so you can send it by text message or chat, for example.
- See the history. The event log at the bottom of the page shows everything that happened on the case, from sending to signing. You can filter by event type.
Good to know
- You can send the same recipient a new reminder once 30 minutes have passed since the last one.
- Turn on automatic reminders in the case settings, and NextSign sends them for you with the number of days in between that you choose.
- The signing link is personal. Only share it with the recipient it belongs to.
Questions and answers
Why did the email bounce?
Usually the address is misspelled, or the recipient's mail server rejected the email. Correct the address and send the case again.
Can I see whether the recipient has read the document?
Yes. The event log shows when the recipient opened the page and the document, and when they signed.
Can I send reminders for many cases at once?
Yes. Under Cases, select several cases and send a reminder to all of them at once.
