Verifying E-Signature Requests vs. Out to Sign
Before proceeding, please confirm whether you sent the document using “Request E-Signature” and not “Out to Sign”.
Check the Audit Trail
You can verify this via the Audit Trail. See example below:
If the Audit Trail indicates that the form was sent for e-signature, please check your mailbox (e.g., Google, Microsoft, etc.), provided the Outgoing mail server has been set up.
- If an outgoing mail server (SMTP) has been configured, copies of the sent emails can also be found in your provider’s Sent folder (e.g., Microsoft Outlook Sent Items). Please check there for confirmation. Since these emails are sent through an external SMTP provider, we are unable to track their delivery status. However, if any issue occurs during delivery, the user will automatically receive a failure notification in their own mailbox.
- If the emails appear in the Sent Items folder and no bounce-back messages were received, this indicates that they were successfully sent. At this point, no further action is required on LodgeiT technical team's end.
If using "LodgeiT" as default, we can check and investigateon our back end.
Troubleshooting Assistance
Please complete the following:
Invite the Technical Team to Access Your Account
Follow this guide: Invite LodgeiT Team (for Concern / Issues)
Provide a Screenshot
Send us a clear screenshot of the list of client(s) not receiving the e-signature request.