E-Signatures module Overview

November 3, 2026

The E-Signatures module lists the documents of your firm that were prepared for electronic signature, with their signature status, the matter they belong to and a full audit log of the signing process.

Documents are prepared for signature from the Documents tab of a matter. See Document Management. E-signatures are built into Maatdesk, so you don’t need a separate e-signature account. To send a document for signature, the matter needs a responsible attorney and the client needs a primary email address. The signer gets a secure link by email and can sign from any device.

Table of contents

The Signature Documents list

Click E-Signatures in the left menu.

Signature Documents list
The Signature Documents list.
  1. E-Signatures in the left menu.
  2. The columns: Name, Signature Status, Description, Source, Owner, Category and Date Received.
  3. The expand arrow shows the signing activity of the document.
  4. The edit button and the actions arrow of each document.
  5. The signature status of the document.
  6. The matter the document belongs to, with its status. Click the matter name to open it.
  7. The filter button.
  8. The column selector.
  9. Help.

Signature statuses

StatusMeaning
CreatedThe document is ready, but no signature was requested yet.
SentThe signature request was sent to the signers. In the list, the badge reads Signature Sent.
ViewedA signer opened the document.
Partially signedSome signers have signed; others are still pending.
Waiting for verificationThe signing is on hold until a signer completes the verification step.
CompletedAll signers have signed the document. In the list, the badge reads Signed.
DeclinedA signer declined to sign the document.

Use these statuses in the Signature Status filter to find documents at each stage.

Follow the signing activity

Signing activity of a document
The signing activity of a document.
  1. Click the expand arrow of the document.
  2. The activity, newest first: emails sent, document viewed, consent to do business electronically, signed, with the date, time and signer.

Document actions

Actions menu of a signature document
Actions of a signature document.
  1. Click the actions arrow of the document.
  2. Edit opens Edit Document, where you change the File Name, Date Received, Category and Description. You can’t change the signers or the signature fields here.
  3. Preview opens the document.
  4. Download downloads the document.
  5. Request signature sends the signature request to the signers right away.
  6. Audit Logs opens the full audit log.
  7. Audit log pdf downloads the audit log as a PDF.
  8. Delete removes the document.

Note. Request signature sends the request without a confirmation step. If a signer still needs to verify their signature, Maatdesk shows a message and the request is not completed until they do.

Audit logs

Audit Logs panel of a signature document
The Audit Logs panel.
  1. Each event shows what happened, when, and who did it.
  2. Signer events also show the signer’s role, for example Client, and the IP address.
  3. Click the expand button to view the panel in full screen.

Filter the list

Click the filter button.

Signature Documents filters
The Signature Documents filters.
  1. Name of the document.
  2. Description.
  3. Owner: the user who created the document.
  4. Category of the document.
  5. Signature Status.
  6. Date range.
  7. Clear resets the filters.
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