Action required means something is stopping a pack reaching Completed and you need to do something about it. It appears on packs and on signatories, but a document itself does not have an Action required status. On a signatory, it means something about that signatory needs your attention. On a pack, it means something stops the whole pack reaching Completed. The pack shows the reason and a link to the fix, and the status clears as soon as you have fixed the problem. You cannot change a pack's status by hand. The only other way out is to void the pack. If more than one reason applies, the pack lists each one.
[Screenshot: A pack showing Action required, with its reason and link.]
Reasons and fixes
What the pack says | What it means | How to fix it |
[n] matched pages have no signatory. Tag the signatory to complete matching. | You matched a returned page to a document but did not tick who signed it. | Click Go to matching and tick the signatory on the page. |
[n] uploaded pages haven't been matched. Match them to complete the pack. | You uploaded signed pages that are not yet matched to a document. | Click Go to matching and match each page. Once every page expected for the pack's signers is matched, the pack completes. Extra pages stay visible in matching but do not hold the pack up. |
[Name] has signed via DocuSign. Match their signed pages to complete the pack. | The envelope completed, but Legatics could not tell which page was theirs. | Click Go to matching and match their pages by hand. See Which signed pages match automatically. |
[Name] declined to sign | The signer declined in DocuSign. | Void the pack. You can then reset it to Draft, or create a new pack. |
[Name] didn't pass authentication | The signer failed DocuSign's identity check. | Void the pack. You can then reset it to Draft, or create a new pack. |
Couldn't deliver to [email] | DocuSign could not deliver the envelope to that address. | Check the address on the signer, then void the pack. You can then reset it to Draft, or create a new pack. |
Action required on a signatory
A signatory shows Action required when something about them needs your attention. You see it on the document's Signatories tab and on the signer's details. For example, DocuSign may report a problem with them (such as declining to sign), or a signed page may have been matched to the document without being tagged to them. Open the pack or the document to see what needs doing. Once it is fixed, the status clears and the document can move towards being ready to collate.
Notifications
Legatics notifies you when a pack goes into Action required. See Notifications for signing.