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From the Box Sign page, you can view requests you have sent and received, as well as access the templates page to create, use, or modify reusable templates.

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Home Tabs

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Sent Requests

View details associated with your current signature requests such as:
  • The signature request name and recipients
  • The date the request was sent
  • The date the request was last updated
  • Who last signed, approved, or declined the request
  • The status of the signature request
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Inbox

Review and complete pending signature requests waiting for your signature or approval. Details include:
  • The signature request name and recipients
  • The date the request was sent
  • The date the request was last updated
  • Who last signed, approved, or declined the request
  • The status of the signature request
  • A button to access any pending signature requests
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Templates

Select from a variety of templates within your organization to use for signature requests.Details include the template name, location, and when the template was last updated.
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Filters

Use the filter menu to narrow down specific Sent Requests and Inbox requests, including the following details:
  • To (Sent Requests only)
    • Filter by requests sent to specific recipients.
  • Method (Sent Requests only)
    • Filter by all requests, batch send requests, and requests completed via ready-sign links.
  • Status
    • Select from ‘In Progress’, ‘Completed’, ‘Canceled’, ‘Expired’ and ‘Declined’. See below for more information on statuses.
  • Pending my action (Inbox only)
    • Filter by requests that are in progress and require you to sign or approve.
  • From (Inbox only)
    • Filter by requests sent to you by specific senders.
  • Compliance (only available for users with 21 CFR Part 11 settings enabled)
    • Select from all requests or those sent out with support for 21 CFR Part 11 compliance enabled.

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Status

From Sent Requests and Inbox, view real-time status updates for each request or received, including: In Progress — Displays signature requests that are pending action from one or more recipients. Completed — Displays signature requests that have been completed by all recipients. Expired — Displays signature requests with an expiration date that has passed. Canceled — Displays signature requests that have been canceled by the sender. These requests cannot be signed or approved and the requests are rendered invalid. Declined — Displays signature requests that have been declined by a recipient. These requests are rendered invalid.

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More details

To see additional details about a request you have sent, hover on the document’s title, and click View Details. In the detailed view:
  • View the list of recipients.
  • View the request creation date.
  • View the request email notification.
  • To see the document, click the document’s title.
To see further document actions click the More Options ellipsis button on the signature request. In the More Options view:
  • Download the request’s files
  • Download the signing log
  • Review the request
  • Send reminders to recipients who have not taken action
  • Save the request as a reusable template
  • Cancel or delete the request
  • Revise the request