After obtaining signed pages, it's essential to organise and store them correctly so when it comes time to collate, you're not trying to find files. This guide provides a step-by-step approach to uploading signed pages, matching them to their corresponding documents and signatories, and getting your document ready to collate.

Prerequisites: You're the Matter Admin or have the edit signing list permission for the specific list

Tip: Click on the image below to take a guided tour of the feature

Uploading and matching your signed pages

Step 1: Upload your signed files

Note: You can only upload PDF files less than 100mb

Find the list containing the documents your signed pages belong to
Go to the signing view
Press Signed pages > Upload
In the pop-up that appears, drag and drop files or press Add files to upload PDFs
Press Match to documents when you've uploaded all your files

Step 2: Match signed page to document

Select the page you want to match
Go to the right hand panel
Press on Search for a document
Select the document the page belongs to

Note: This dropdown only shows all documents:

you've got permission to view
marked for signing in the list

It also excludes any documents with a status of tagging

Step 3: Match signed page to signatories

When you select a document, we'll show all the parties and signatories set for the document. To match a signatory to a page, press on the relevant signatory to match them to the page.

When a signatory is matched to a page:

the thumbnail will change to include this green icon
the signatory status will change to signed

Tip: You can assign multiple signatories to a page

Updating parties and signatories

If a party or signatory isn't in this list, you've got a number of actions available to you.

Add party

Press the button Add parties (underneath the final signatory)
Select a party from one that exists (or create a new one)
Once done, press Save

Add signatories

Press the button Add signatories (either from the three dot menu or the text button)
Select a signatory from one that exists (or create a new one)
Once done, press Save

Remove party

Press the three dot button next to the party name
Press remove party from the menu
Confirm removal in the pop-up that appears

Remove signatory

Hover over the signatory name
Press the bin icon
Confirm removal in the pop-up that appears

Rename party

Press the three dot button next to the party name
Change the text and press enter or click outside

Rename signatory

Hover over the signatory name
Press the pen icon
Change the text and press enter or click outside

Step 4: Finish matching

Once you've completed the steps above for every signed page, and are happy with your work, press the finish button in the bottom right of the screen.

You'll be taken back to the signing view, and you'll see that

The status of the signatories you matched to signature pages have changed to signed
We show the number of signed pages matched to each signatory

Reviewing signed pages matched to a document

Once your signed pages are matched to a document, it's helpful to review them and check everything is correct. To do this:

Find the document you want to check
Press Actions > Review signed pages

This will open all signed pages matched to your document. If anything's wrong, simply update the matching and press Finish.

Managing signed files

We provide a dedicate view for you to manage all the signed files you uploaded to a list. In this view, you can see all the signed files you've uploaded and take actions on them.

Viewing all signed files

Once you've uploaded signed pages to a list, you can see and manage all those files. To get there:

Find the list containing the documents your signed pages belong to
Go to the signing view.
Press Signed pages > Manage

Once there, you'll see a list of all the signed pages. They'll have one of the below statuses.

Not matched	No signatories are matched to the file
Matching	Another user with matching signature pages in the file. You won't be able to take any actions on this file until they're done.
Matched	One or more signatories are matched to the file

We also give you some helpful information about each file

	Indicates the number of signatories matched in the file
	Indicates the number of pages with matched signatories / the number of pages marked as signature pages ⚠️ If the numbers aren't the same, it means you have some signature pages that aren't assigned to signatories. You should look into this!