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Documents and signatures

Understand a Preparing signature request

A Preparing label describes the request’s current state and does not confirm that you have signed.

Updated 2026-11-11

A signature request can appear in To sign with the status Preparing. This is an open request, but the label does not tell you that all instructions, document details, or external signing information are ready for your review.

Open the title and read the information supplied with the request. Check the requested signer, any message, instructions, and due date. If the information is complete and the intended signing control is available, follow the instructions for that request.

If the document is unclear, a required link is absent, or the request appears unfinished, ask the Institution Team to check its preparation. Include the request title and the specific missing information. Do not substitute an unrelated document or sign a different request simply to clear the list.

Preparing is separate from Completed. Your request belongs in Signed only after signing is confirmed. There is no need to repeatedly open the same row to force a status change; a missing preparation detail needs to be corrected at the request itself.

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