The Documents list gives you one place to see every ad-hoc document and its signing progress across your organization — no matter which admin originally assigned it. From the list you can track who still needs to sign, send reminders, and copy signing links.
To get here, go to Team View › Team Management › Documents.
Filter the list
Select a document you want to view. In its recipients table, use the filters in the toolbar to find what you need:
Status — filter by:
Pending – The document has been assigned, but not everyone has completed it.
Completed – All required recipients have finished signing. The signer receives a signed copy by email and text, and the person who assigned the document is notified separately.
Cancelled – The task was cancelled by an admin or manager, either for all recipients or for a specific person.
Roles — filter recipients by role.
Locations — filter recipients by location.
Assigner — the admin or manager who assigned the document.
Use these filters together to review the full assignment history in one place.
See who still needs to sign
Go to Team View › Team Management › Documents.
Select the document you want to review.
You'll see everyone the document was assigned to, along with each person's signing status (for example, 0/1 Signatures collected). A document that's still being set up shows Preparing document.
Filter Status by Pending to focus on the people who haven't signed yet.
For each recipient, you can also see the completion date and who signed, or — if the task was cancelled — who cancelled it and when, which keeps a clear audit trail.
Send reminders for unsigned documents
You can send manual reminders to anyone who hasn't completed a document, on top of Workstream's automatic follow-ups.
Remind one person
Find the recipient in the list.
Click the three dots.
Select Send reminder.
Edit the reminder message if you'd like. Notify recipients via email and Notify recipients via text are both selected by default. Then send.
Remind everyone of outstanding (bulk reminder)
Select the recipients who still need to sign by checking the boxes beside the recipient names.
Select Send reminder to notify them all at once.
📌 Workstream also sends automatic follow-up reminders after you assign a document. Manual reminders are for when you want to follow up sooner. Send reminder isn't available for cancelled tasks, tasks that are still being prepared, or people who have already signed.
Copy a signing link
Need a document signed right away or in person? Copy a direct signing link instead of waiting for the email.
Find the recipient in the list.
Click the three dots.
Select Copy signing link.
Share it through any channel — paste it into a message, or open it on an in-store iPad so the worker can sign on the spot.
Actions available on each recipient
Send reminder — remind the recipient to sign.
Copy signing link — share a direct link to the document (only when a signing link is available).
View profile — open the recipient's team member profile.
Cancel task — cancel the document task for that recipient (only while the task is Pending).
Download, edit, or delete documents
On the Documents list, select the three-dot menu ••• on a document row to Preview, Download, Edit, Archive, or Delete it.