This article describes several methods for tracking the eSign process within Gatekeeper.
Estimated Read Time: 3 minutes
Sections in this article:
- Gatekeeper qualifies as an AES (Advanced Electronic Signature)
- For QES (Qualified Electronic Signatures), we have a native DocuSign Integration
For further information on the legality of electronic signatures including EIDAS compliance, please The legalities of Electronic Signature.
File Repository
You can track eSign progress on all files you have access to across all records in Gatekeeper. From the navigation menu, click Files.
![Gatekeeper 2020-05-25 18-03-32](https://knowledge.gatekeeperhq.com/hs-fs/hubfs/Gatekeeper%202020-05-25%2018-03-32.png?width=688&name=Gatekeeper%202020-05-25%2018-03-32.png)
The following columns display key details about the eSign process:
- eSign: The stage in the eSign process this document is at.
- eSign Internal User: The internal signatory.
- eSign Vendor User: The vendor/external signatory.
- eSign Updated at: The last time the eSign process was updated.
For details on configuring the displayed columns, see File Repository Overview.
eSign Icon Colour Coding
You can track the progress based on the following icon colors:
- Grey: No eSign initiated on this file.
- Blue: Draft eSign process saved.
- Orange: eSign initiated and awaiting signatures.
- Green: eSign process completed.
- Red: eSign request has been declined.
Filter by eSign Status
Click the eSign filter icon in the top left to filter files by eSign status.
Contract/Vendor Repository
Another way to track the eSign process is directly from the contract or vendor record's File tab. To access this:
- From the navigation menu, click Contracts or Vendors depending on where your file is stored.
- Open the record with the eSign file, then click the Files tab.
![esign tracking](https://knowledge.gatekeeperhq.com/hs-fs/hubfs/esign%20tracking.png?width=688&height=153&name=esign%20tracking.png)
![Gatekeeper 2020-05-25 17-25-51](https://knowledge.gatekeeperhq.com/hs-fs/hubfs/Gatekeeper%202020-05-25%2017-25-51.png?width=644&name=Gatekeeper%202020-05-25%2017-25-51.png)
Once a signatory has signed the document, this updates to Signed.
![Gatekeeper 2020-05-25 17-27-17](https://knowledge.gatekeeperhq.com/hs-fs/hubfs/Gatekeeper%202020-05-25%2017-27-17.png?width=663&name=Gatekeeper%202020-05-25%2017-27-17.png)
This window also displays the eSign history, including:
- when the process started
- who initiated the eSign
- when the document was viewed
- when the document was signed and executed
![Gatekeeper 2020-05-25 17-28-52](https://knowledge.gatekeeperhq.com/hs-fs/hubfs/Gatekeeper%202020-05-25%2017-28-52.png?width=684&name=Gatekeeper%202020-05-25%2017-28-52.png)
Note: The location stamp for eSign history may vary for users accessing Gatekeeper through VPN or SSO, identifying the IP address of the relevant data centre at the time of signing.
Contract Lifecycle Tab
Additionally, you can view the history of an eSign process along with the rest of the contract record's history in the Lifecycle tab.
This option only applies if the eSign process was initiated in a workflow.
![Gatekeeper 2020-05-25 17-58-57](https://knowledge.gatekeeperhq.com/hs-fs/hubfs/Gatekeeper%202020-05-25%2017-58-57.png?width=688&name=Gatekeeper%202020-05-25%2017-58-57.png)