This article explains how to review and manage your organization's electronic signature requests.

Before you start

• Only Administrators can access the Active signatures widget and Signatures Overview page.
• Employees with permissions can manage signature requests through an employee's profile or the Documents Hub if they have access to that feature.

Check the status of signature requests

As an Administrator

Administrators can review all your organization's signature requests by following these steps:

1. Go to Automations > Overview.
2. Find the Active signatures widget, then click View all signatures.
3. Use the filter to refine the list by sender or status.

Note:
To view signature requests initiated before 24 July 2025, click the dropdown menu left of the filter option and select Signaturit. If you don't see the request, try the other dropdown option, as the timeframe can vary by account.

As an employee

Employees with permissions can check the status of a signature request in the Documents Hub or the employee profile by following these steps:

1. Go to the Employee Profile > Documents.
2. Find the document in the list and hover over the status in the Signature request column.
3. You'll see the next signer and the expiration date of the request.
4. Right-click in the row of the document and select Send a reminder to notify the signer.

The employee who requests a signature won't receive notifications about its status unless they're also a signatory. You can create a custom workflow using the Signature status is updated trigger to notify employees about changes in a document's signature status.

Send a signature request reminder

When you create a signature request, you can choose to send automated signature reminders.

Employees with permissions can send a manual reminder email to the current signer by following these steps:

1. Open the relevant Employee Profile and click Documents, or go to the Documents Hub.
2. Find the document in the list.
3. Right-click in the row of the document and select Send a reminder.

Administrators can also send reminders from the Signatures Overview page in the Automations area.

Check the expiration of a signature request

To check when a signature request expires, follow these steps:

1. Go to the Documents Hub or the relevant Employee Profile > Documents.
2. Find the document in the list and hover over the status in the Signature column.
3. You'll see the signer and the expiration date of the request.

Cancel a signature request

To cancel a signature request, you need to delete the document, which permanently removes it from Personio. Follow these steps:

1. Find the document in the Documents Hub or the relevant employee profile > Documents.
2. Find the document in the list.
   • Optional: to save the document before you remove it from Personio, click the Three dots icon > Download.
3. Right-click in the row of the document or click the Three dots icon, then click Delete.
4. Confirm the document deletion.

This permanently deletes the document from Personio and cancels the signature request. The Signatures Overview page shows the status of the request as Canceled.

Download a certificate of completion

Administrators can download a certificate of completion for a signed document by following these steps:

1. Go to Automations > Overview.
2. In the Active signatures widget, click View all signatures.
3. Filter the list by Signed status to see all completed documents.
4. Select the checkbox next to each document you want to download.
5. In the Actions column, click Download audit trail.

Your browser downloads the certificate as a PDF.