Marking documents for signing is the initial step in preparing them for execution. This action adds the selected documents in your list to a dedicated "signing" view, an intelligent checklist that facilitates the addition of parties and signatories and streamlines the signing process.
Prerequisites: You're a Matter Admin or have the edit signing list permission for the specific list
Marking documents for signing
Go the list where your document is located
Hover over the document to be signed and either:
click on the swiggly icon; or
press the three dots icon and select Mark for signing in the menu that appears
Your document will now appear in the signing view
Note: The entire document (not the specific version) gets marked for signing. So uploading new versions keeps the document in the signing view.
Removing documents from the signing view
If your document is marked for signing, there may be times when you need to unmark it as a document being signed. To do this:
Go the list where the document is located
Find the file you want to remove
Press the three dots icon and select Open in signing view in the menu that appears
Press the actions button on the document
Select remove from signing view
Note: You can only remove documents with a signing status of Not sent
