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After the recipient processes the identification step during the E-signature process, recipients are asked to sign the fields they're assigned. However, if recipients did not complete the process by clicking the correct buttons such as Sign or Complete, the envelope will not be considered completed and shall remain in a limbo as pending which implies unnecessary follow up frictions with recipients.
This is so because in DocuSign, recipients have the option to skip their signing at a later time. They can also leave their signature on the envelope, and if they do not properly complete the signing, the signature will be saved but will not be completed.
Our past experience tells that clearing the ID verification to signing relevant paperwork is very often confusing or not properly guided within your current workflow display.
We suffer ongoing failures from recipients failing to complete the signature process after having been identified.
They think they have completed the process but the actual processing status at DocuSign is recorded as signature pending.
We understand the purpose of expecting clients to push a button to confirm submission after they have signed the forms. However, this extra layer of requirement for the final submission should be smoothen by clearly disclosing to recipients the need to push the “Complete” button.
We think that there is a lack of specific guidance needed while recipients are processing the entire signature process. This could be perhaps quite easily upgraded by disclosing:
Step 1- ID verification
Step 2 - Signature
Step 3 - Confirming submission by clicking the “Complete” button.
Recipients that would have signed documents BUT forgot to also push the “Complete” button should be warned about the resulting pending status of their submissions, prompting recipients to Complete it if they want to move ahead.
It would be great if you'd take this into account for quality improvements at your end. Thank you