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Real-Time Status Updates

Real-time Status Updates provide instant visibility into the progress of documents sent for electronic signature.

What is Real-Time Status Updates?

Real-time Status Updates allow users to track the progress of documents as they move through the signing process. From the moment a document is sent to the final signature completion, every activity is updated instantly within Salesforce.

This feature helps users know exactly when a document is delivered, opened, signed, or completed. Instead of manually checking emails or waiting for updates from recipients, senders can monitor the entire document lifecycle directly from their Salesforce records.

Real-time visibility improves efficiency by helping teams respond quickly to delays, follow up with signers at the right moment, and keep agreements moving without interruptions. For organizations that rely on fast approvals and contract execution, real-time status tracking ensures transparency and control throughout the signing workflow.

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