
Participant: finding your documents
Retrieving your signed documents after a process has closed — and why the section may be empty when you first look.
Overview
The Documents section of your space holds every document you have submitted or signed: subscription forms, declarations, compliance forms.
One important point, and the most common source of questions about this page: documents only appear once the process has been finalised. The screen says so itself — once documents are signed or uploaded, they appear here after the process is finalised. So if you have just signed and the section is empty, nothing has gone wrong: the other parties have not finished yet.
Steps
Sign in to your space.
Open Documents from the menu.
Your documents are listed. Open the one you need to read it or save it.
If the section shows "No documents yet", the process concerned has not been finalised.
Common questions
I signed yesterday and I cannot see anything. Documents appear after the process is finalised, not after your signature. As long as one signer has not signed, the transaction remains open.
Will I receive my documents by email? Yes. At the end of the signature process you receive an email containing a copy of all the signed documents. This section remains the place to find them later.
Can I find documents from an older transaction? Yes, they stay available in this section.
What kinds of document will I find here? Subscription forms, declarations and compliance forms.
Related
B1.6 — Participant: signing your documents · where the signed documents come from
B1.3 — Participant: your dashboard · the other sections of your space
B1.4 — Participant: completing your KYC check · documents you submitted
B1.7 — Participant: making your payment · proof of payment you uploaded
Tutorial details
2 mins
Procedure
In this course