---
title: Signature Tracking for Contracts
description: ✍️ Signature Tracking for Contracts
---

[Skip to content](https://help.traact.com/en/articles/12549440-signature-tracking-for-contracts#main-content)

English

Show submenu for translations

![Traact\_Logo\_Blue (1)-1](https://help.traact.com/hs-fs/hubfs/Traact_Logo_Blue%20(1)-1.png?width=151&height=28&name=Traact_Logo_Blue%20(1)-1.png)

- [Traact Website](https://www.traact.com/)

Open main navigation

Close main navigation

- [Traact Website](https://www.traact.com/)
- English
  
  Show submenu for translations
- [Contact us](mailto:ops@traact.com)

[Contact us](mailto:ops@traact.com)

 Traact Help Center

- There are no suggestions because the search field is empty.

1. [Traact Articles](https://help.traact.com/?hsLang=en)
2. [Modules](https://help.traact.com/modules?hsLang=en)
3. [Contract Management](https://help.traact.com/modules?hsLang=en#contract-management)

# Signature Tracking for Contracts

## It centralizes the entire e-signature process for your contracts. Instead of following up manually through email threads or external tools, you can now view every signature request, signer status, and document version in a single, organized view.

Signature Tracking helps legal and operations teams **save time, reduce risk**, and **keep every** **agreement moving smoothly** through the signing process. From sending a new signature request to downloading fully executed PDFs, it gives you complete visibility and control — all within the Contracts module.​

### **Step 1: Start a Signature Request**

- In the **Contracts module** click **Signature View** in the top-right corner.
- Click **Start Signature**. Select the contract you’d like to send for e-signature.

 

![](https://help.traact.com/hs-fs/hubfs/Knowledge%20Base%20Import/f7c047c5-307b-4809-9e2d-77bf82191b92.png?width=670&height=266&name=f7c047c5-307b-4809-9e2d-77bf82191b92.png)

 

 

![](https://help.traact.com/hs-fs/hubfs/Knowledge%20Base%20Import/c6adc310-4c89-49eb-8387-76ddbe16fdb6.png?width=670&height=376&name=c6adc310-4c89-49eb-8387-76ddbe16fdb6.png)

 

### **Step 2: Add recipients**

In this step, you’ll define who will receive and sign the document.  
​*Optional:*

- CC Recipients
  
    1. Start by adding up to 5 CC recipients. These contacts will receive email notifications when the signature process begins and will automatically receive a copy of the fully signed/executed document once all signatures are completed.

*(They won’t be asked to sign — they’re only notified and copied for visibility)*

- Type each CC email address, click **Add Email**, and the list of added CCs will appear below.
- You can remove any CC using the **trash icon**, then click **Continue** to proceed.

![](https://help.traact.com/hs-fs/hubfs/Knowledge%20Base%20Import/a57e1001-5ce6-4951-9c33-97b0c22e4207.png?width=670&height=443&name=a57e1001-5ce6-4951-9c33-97b0c22e4207.png)

 

- Signers
  
    - Add the people who will **sign the document**.  
      For each signer, enter their **full name** and **email address**.

You can add as many signers as needed by clicking **“Add another signer.”**

If you’d like to define a **signing order**, check the option **“Set signing order.”**

This ensures that signatures happen **one by one, in sequence**:

- Only the **first signer** will have access to the document initially.
- Once they sign, it’s automatically sent to the **next signer**.
- Each signer can **view and sign** only after the previous one completes their part.
- All signers receive **email notifications** about each stage — when the process starts, when someone signs, and when it’s completed.

This workflow is especially useful for contracts that require a clear approval chain, like manager → director → client.

After adding all signers and (optionally) setting the signing order, click **Continue** to move to the document editor.

From there, you’ll be able to add the required fields for each signer.

![](https://help.traact.com/hs-fs/hubfs/Knowledge%20Base%20Import/d7d93174-07d1-4f8b-8ea1-b2c592136fe5.png?width=670&height=292&name=d7d93174-07d1-4f8b-8ea1-b2c592136fe5.png)

 

### **Step 3: Edit Document**

- Add signature fields to the document
- After adding all signers, click **Continue** to open the **document editor**.  
  This is where you’ll place all the fields each signer needs to complete.
- Use the **left column** to drag and drop elements such as **Signature**, **Initials**, **Date**, or **Text fields** onto the document. Use the **right column** to:
  
    - Assign each field to the correct signer.
    - Mark fields as **required** or optional.
    - Adjust the **size and position** of each field.
- Each signer is **color-coded**, making it easy to see which fields belong to whom.  
  You can freely move, resize, and customize the fields — the editor is fully flexible.

⚠️ **Important:** Each signer must have **at least one assigned field** before you can send the document.  
​

Once you’re done placing the fields, click **Send for Signature** to begin the signing process.

![](https://help.traact.com/hs-fs/hubfs/Knowledge%20Base%20Import/9f80a439-116b-4d29-b046-0b58dc35b671.png?width=670&height=294&name=9f80a439-116b-4d29-b046-0b58dc35b671.png)

### **Step 4: Track your signature requests**

Once your document is sent, you can follow its progress directly in the **Signature View** under the Contracts module. This page gives you full visibility into every active and completed signature request.  
​Here, you can:

- **View each contract’s title, sender, and signing status** (Pending, Executed, Cancelled).
- **See all signers** and track who has signed and who’s still pending.
- **Filter** signature requests by status or contract name to find what you need faster.
- **Resend**, **cancel**, or **download PDFs** without opening the contract.

![](https://help.traact.com/hs-fs/hubfs/Knowledge%20Base%20Import/189f2799-34a6-4902-ab71-b7359e10d263.png?width=670&height=271&name=189f2799-34a6-4902-ab71-b7359e10d263.png)

 

---

### **💌 How notifications work**

- Each signer receives an **email from Dropbox Sign** with a secure link to sign.
- If there’s a **signing order**, only the **first signer** gets access first. Once they sign, the next one receives the email.
- Signers can **sign directly from the email link** or **via Traact**.  
  Those next in line receive **email updates** as the process moves forward.

![](https://help.traact.com/hs-fs/hubfs/Knowledge%20Base%20Import/f94fbf35-86a1-4763-8a02-9590ecd7d3d5.png?width=670&height=347&name=f94fbf35-86a1-4763-8a02-9590ecd7d3d5.png)

 

![](https://help.traact.com/hs-fs/hubfs/Knowledge%20Base%20Import/72abcd1b-8f81-4163-89bd-10b45bda858a.png?width=436&height=612&name=72abcd1b-8f81-4163-89bd-10b45bda858a.png)

 

### **Step 5: Manage Requests and Primary Documents**

Once all signers have completed their part, the document status automatically changes to **Executed**.

You can then:

- **Download the signed PDF** directly from the Signature View.
- See the **“Executed” label** beside the contract.
- Confirm that all signers and CC recipients received the **final signed copy by email**.

![](https://help.traact.com/hs-fs/hubfs/Knowledge%20Base%20Import/e7334cec-561b-4f5c-81ad-d2f635c24c61.png?width=670&height=350&name=e7334cec-561b-4f5c-81ad-d2f635c24c61.png)

 

*Completed signatures automatically update to Executed — ready for download or audit.*

---

### **🛑 Cancelling a request**

If a document needs to be stopped before completion, you can **cancel** the signature request directly from Signature View.  
​

To do this:

1. Open the **three-dot menu (⋮)** next to the contract.
2. Click **Cancel Request**.
3. Confirm the cancellation in the pop-up.

Once cancelled:

- The document’s status updates to **Cancelled**.
- All signers are notified by email that the signature process has been stopped.

![](https://help.traact.com/hs-fs/hubfs/Knowledge%20Base%20Import/e2a89559-51e4-4c61-b7a5-cd9855aac192.png?width=670&height=351&name=e2a89559-51e4-4c61-b7a5-cd9855aac192.png)

*Cancel a signature process instantly — all signers are notified automatically.*

---

### **That’s it!**

You’ve now learned how to:

- Create and send a new signature request.
- Add signers and CC recipients.
- Customize and assign signature fields.
- Track progress, manage requests, and download executed documents — all directly within Traact.

With **Signature Tracking**, your entire signing process becomes transparent, centralized, and secure — from the first signer to the final executed PDF.  
​

No more external tools or manual follow-ups — everything you need to manage contract signatures lives right inside the Contracts module.

---

**Need Help?**

If you have any questions or need assistance with a request, please contact your Customer Success Manager or reach out to the Traact Support team.

- [Getting started](https://help.traact.com/getting-started?hsLang=en#main-content)

    - [Access & Permission](https://help.traact.com/getting-started?hsLang=en#access-permission)
- [Integrations](https://help.traact.com/integrations?hsLang=en)
- [Modules](https://help.traact.com/modules?hsLang=en#main-content)

    - [Board Management](https://help.traact.com/modules?hsLang=en#board-management)
    - [Contact Book](https://help.traact.com/modules?hsLang=en#contact-book)
    - [Contract Management](https://help.traact.com/modules?hsLang=en#contract-management)
    - [Entity Management](https://help.traact.com/modules?hsLang=en#entity-management)
    - [Home Page](https://help.traact.com/modules?hsLang=en#home-page)
    - [Invoice Management](https://help.traact.com/modules?hsLang=en#invoice-management)
    - [License Management](https://help.traact.com/modules?hsLang=en#license-management)
    - [Litigation Management](https://help.traact.com/modules?hsLang=en#litigation-management)
    - [Matter Management & Legal Request](https://help.traact.com/modules?hsLang=en#matter-management-legal-request)
    - [Task Management](https://help.traact.com/modules?hsLang=en#task-management)
    - [Tax Management](https://help.traact.com/modules?hsLang=en#tax-management)
- [Services](https://help.traact.com/services?hsLang=en#main-content)

    - [How to](https://help.traact.com/services?hsLang=en#how-to)
    - [Pricing](https://help.traact.com/services?hsLang=en#pricing)
    - [Understanding Services](https://help.traact.com/services?hsLang=en#understanding-services)
- [Troubleshooting & FAQs](https://help.traact.com/troubleshooting-faqs?hsLang=en)
- [What's New](https://help.traact.com/whats-new?hsLang=en#main-content)

    - [2024](https://help.traact.com/whats-new?hsLang=en#2024)
    - [2025](https://help.traact.com/whats-new?hsLang=en#2025)
    - [2026](https://help.traact.com/whats-new?hsLang=en#2026)

[![Traact\_Logo\_Blue (1)-1](https://help.traact.com/hs-fs/hubfs/Traact_Logo_Blue%20(1)-1.png?width=107&height=20&name=Traact_Logo_Blue%20(1)-1.png "Traact_Logo_Blue (1)-1")](https://www.traact.com/)

Manage. Comply. Move Forward

<https://www.linkedin.com/company/traact/> [mailto:ops@traact.com](mailto:ops@traact.com)

*Copyright © 2026,© 2025 Traact, Inc.*  
*All rights reserved.*