Every signer has a side panel showing what they need to sign, how they are signing, the packs they are part of and their contact details. It works the same way for entities and people.
Opening the side panel
In the Signers area, click a signer's name on either the Entities or People tab. The side panel opens on the right.
At the top you will see:
The signer's name
Their overall status: Not sent, Partially sent, Fully sent or Signed
The More actions button (three dots), to copy a link to the signer or archive them
Below that are four tabs: Documents, Signatories, Packs and Details.
Documents tab
Lists the documents the signer needs to sign, grouped as:
Not signed, shown first
Signed
Each group shows a count. If the signer is signing on behalf of an entity, the entity's name appears under the document name.
Signatories tab
Shows each place the signer is a signatory, grouped by status:
Not sent
Sent
Action required: something needs attention, for example a problem reported by DocuSign, or a signed page that has not been tagged to them
Signed
Each entry shows the document name, who they are signing for (themselves or an entity), and on the right, how many times they need to sign that document.
Packs tab
Shows the packs the signer is part of, grouped by status:
Draft
Sent
Action required
Completed
Each group shows a count and lists the packs by name.
To create a new pack for this signer, click Create pack. This opens the Create pack window with this signer already selected. See Creating a signer pack.
[Screenshot: The signer side panel, Details tab.]
Details tab
Authorised signatory for
Shows the entities this signer is authorised to sign for.
Click Add entity.
Tick the entities from the list (these come from the Signers area).
Click Add entity.
Entities can also be authorised signatories for other entities.
About
Contact email
Contact phone
Created: when and by whom the signer was created
Updated: when and by whom the signer was last updated