Track Every Document You Send for Signature
BoldSign shows who opened your contract, who signed it, and who is still holding things up. No more email chasing to find out where a deal stands.
- Live status for every signer
- Every action logged and timestamped
Trusted by 50,000+ businesses worldwide
Sent for signature, then nobody knows where it stands
-
No way to tell if it was opened
You send a contract and wait. Days later you still cannot say whether the other side read it or missed it.
With BoldSign: each recipient’s status sits on the document. See how tracking works
-
Chasing signers by hand
Someone has to remember who is still pending, write the follow-up, then remember again the week after.
With BoldSign: reminders go out on the schedule you set. See reminders
-
Signed copies scattered everywhere
Signed PDFs end up in an inbox, a desktop folder, and a shared drive. Finding one later means asking around.
With BoldSign: every signed copy and audit trail stays in one account. See storage and search
How do you check the status of a document sent for signature?
BoldSign shows the status of every document you send on the dashboard and the My Documents page. Open a document to see where each signer stands.
-
Watch the dashboard
The dashboard groups your documents by status, so you can see what needs attention first.
DashboardWaiting for me3Waiting for others9Needs attention1Completed46Sample BoldSign dashboard with counts for Waiting for me, Waiting for others, Needs attention, and Completed -
Read the status column
My Documents lists what you sent. BoldSign marks each one Waiting for me, Waiting for others, Needs attention, Completed, Declined, Revoked, or Expired.
Status meaningsWhat each BoldSign document status means Status What it means Waiting for others Someone still has to sign Needs attention Delivery failed Declined A recipient refused Expired The deadline passed Table of 4 BoldSign document statuses and what each one means -
Open the document for the detail
The overview page lists each recipient by name, with what they have done so far. It also shows who the document is waiting on.
Service contract2 / 3Emily CarterSignedMichael BrooksSignedSarah MitchellViewed, not signedSample BoldSign document overview for a service contract: Emily Carter and Michael Brooks have signed, Sarah Mitchell has viewed it without signing
How do you follow up with signers who have not signed?
BoldSign reminds pending signers for you. Turn on automatic reminders when you send, and BoldSign follows up until the document is done.
- Choose how many days sit between reminders, up to five reminders per document.
- Send a reminder by hand at any time, without touching the automatic schedule.
- Alert the signer one day before the document expires, as a default or per document.
- Reminders stop on their own once the document is signed.
What can you change after a document has gone out?
BoldSign lets you fix a sent document instead of starting again. Each action is taken from the document itself and recorded in its audit trail.
-
Change the recipient
Sent to the wrong address, or has the signer left the company? Swap the recipient and the request moves to the right person.
-
Revoke before it is signed
Pull a document back when terms change. BoldSign asks the sender for a reason and keeps it on record.
-
Let a signer hand it on
A recipient can reassign the document to the right colleague, and BoldSign records who passed it to whom.
-
Clone it for the next one
Copy a sent document to send a near-identical one, rather than rebuilding the fields from scratch.
Where do signed documents go, and how do you find one later?
With BoldSign, every completed document stays in your account, ready to find by title, signer, or status.
- Narrow a long list by status, date range, or the person who signed.
- Ask AI Search in plain words, such as completed documents sent in the last 7 days.
- Download the signed PDF and its audit trail together, or on their own.
| Title | Status |
|---|---|
| Lease Agreement FormTo: Emily Carter | CompletedSigned by Emily Carter |
| A second matching document | Its status |
How do eSignature tools connect to a document management system?
With BoldSign, you connect Google Drive, OneDrive, or Dropbox once. When signing finishes, the completed document saves straight into your folder.
- Connect the account once in BoldSign settings. No code and no separate sync tool.
- The audit trail and any signer attachments are saved next to the signed copy.
- BoldSign creates folders as documents complete, so bulk sends stay grouped.
- For other systems, BoldSign integrations cover Power Automate and Zapier.
Why choose BoldSign for document tracking
BoldSign suits teams that must prove what happened to a document, not only that it came back.
-
An audit trail on every document
BoldSign records each recipient’s name, email, IP address, and device, with the date and time of every action.
-
Admins see the whole team
An account admin checks the status of any team member’s document from the Team Documents page.
-
Tracking built in
Status, reminders, audit trails, and cloud backup are all built into BoldSign.
-
Help when you need it
Reach the BoldSign team by chat, email, or support ticket.
How are signed documents kept secure?
BoldSign encrypts every document twice with AES-256. Its security controls are independently audited for SOC 2 Type 2. Each standard is listed in your account’s Compliance page, shown below.
Compliance
BoldSign meets global security and compliance standards to protect your documents and data. Manage the settings below to align with your organization’s requirements.
Data Residency
Active (US - Global)Your documents and signer data are securely stored in your selected region to meet data sovereignty and local regulatory requirements.
HIPAA Compliance
EnabledEnable HIPAA mode to protect PHI using administrative, technical, and physical safeguards aligned with HIPAA regulations.
PCI DSS
CompliantPayments are securely processed through Stripe, a PCI DSS Level 1-certified provider, ensuring the safe handling and encryption of all payment data.
CCPA & CPRA
CompliantEnsures compliance with California privacy laws, giving residents transparency and control over their personal data, including rights to access, delete, and opt out.
SOC 2 Type II
CompliantBoldSign has successfully completed a SOC 2 Type II audit, validating our controls for security, availability, confidentiality, and data integrity.
UETA & ESIGN
CompliantBoldSign ensures that all e-signatures are legally binding and compliant with the U.S. ESIGN Act and the Uniform Electronic Transactions Act (UETA).
eIDAS (SES)
CompliantBoldSign complies with the EU eIDAS Regulation (910/2014) and supports Simple Electronic Signatures (SES) by default.
eIDAS (QES)
EnabledEnable Qualified Electronic Signatures (QES) for contracts requiring the highest legal assurance under eIDAS.
Limits and costs to know before you track documents with BoldSign
BoldSign tracks and stores the documents you send through it for signature. Prices are in USD.
- 60 days before a document expires The default. A document cannot be set to never expire.
- 5 automatic reminders per document The maximum you can schedule.
- $5 Growth plan, per user a month Billed yearly. Team management starts on the Growth plan.
Before you rely on tracking
- Documents signed on another platform cannot be imported into BoldSign for storage or tracking.
- Cloud backup covers Google Drive, OneDrive, and Dropbox. For SharePoint, route signed documents through Power Automate.
More guides on tracking signed documents
- Help guide
Check the status of a document
Where the status shows, and what each one means.
Read the help guide - Help guide
Track changes and actions
Dashboard widgets, My Documents, and Team Documents.
Read the help guide - Guide
Back up signed documents to the cloud
Connecting Google Drive, OneDrive, or Dropbox, step by step.
Read the guide
Questions about document tracking for e-signature
What is document tracking for e-signatures?
Document tracking shows what has happened to a document after you sent it for signature. BoldSign records whether each recipient received it, opened it, and signed it. The status updates as that happens.
Can I see who viewed a document but has not signed it?
Yes. BoldSign marks a recipient as viewed once they open the request and stop before signing. The sender sees that straight away and can send a reminder.
Does every signed document come with an audit trail?
Yes. BoldSign attaches an audit trail to each document. It logs who did what, when, and from which device and IP address. Download it with the signed document.
Can an admin track documents sent by the whole team?
Yes. An account admin opens Team Documents and checks the status of anything sent by a team member.
Can I track document status through an API?
Yes. The BoldSign API lists documents by status, so your own system can read where each one stands. Webhooks push the change as it happens, instead of asking on a timer.
Know where every agreement stands
Send your next document from BoldSign and watch it move from sent to signed.
Last updated: October 18, 2026