How Do I Track, Remind, or Cancel a Signature Request?

Open the agreement from the Agreements tab in Signing. The Signing Progress panel shows each signer and when they signed.

Check status

Click Refresh Status to pull the latest signing status. When everyone has signed, the final PDF and proof of signing appear on the agreement.

Set reminders

1. On an agreement awaiting signature, click Reminder Settings.
2. Check Send Scheduled Reminders.
3. Set Days Between Reminders (1–30) and Total Reminder Limit (1–20).
4. Click Save Reminder Settings.

Only the next signer gets a reminder. Turning reminders off also cancels queued reminders that have not started.

Cancel an agreement

Drafts and agreements awaiting signature or needing attention can be cancelled.

1. Click Cancel Agreement.
2. Answer Why Are You Canceling This Agreement?
3. Click Confirm Cancellation, or Keep Agreement to back out.

Prepare a replacement

For a cancelled, declined, or expired agreement, click Prepare Replacement. Review the signers, fill any text fields again, and enter Why Is a Replacement Needed? (at Least 10 Characters). Click Prepare Draft. The new request stays a draft until you review and send it.

The original files and signing history are kept. A replacement does not change a signed agreement. Signed subscription terms need a separate pledge change.

Download the signed copy

On a completed agreement, click Download Signed PDF or Download Signing Evidence.

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.