Skip to content
Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Documents and signatures

Check an external signature that still looks unfinished

Provider completion and Institution’s confirmation can be separate steps.

Updated 2026-11-11

Finishing the provider’s signing screens does not always immediately change the record you are viewing in Institution. The workspace updates the status once signing is confirmed for that request.

Return to E-signatures and check Signed for the document. If it is still in To sign, open the details and compare the title and requested recipient with the provider confirmation. Make sure you completed the same request rather than a different document in another tab.

Do not sign repeatedly simply because the workspace still shows Signing in progress. Keep the provider’s completion confirmation available and ask the team to check the request if the status remains unresolved. Include the title and when you completed the provider’s flow; share a confirmation reference if one is available without exposing private access links.

An opened external page is not equivalent to a completed provider workflow. If you stopped at a review screen, return to the provider and finish the required steps. Institution’s Completed label is the confirmation to look for in the workspace, and no fixed update time should be inferred from an in-progress label.

Was this article helpful?

Tell us whether this answered the question you came with.

Related articles

Still stuck?

Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.

We confirm who you are before we change anything on an account.