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User Guide

View and track your signature documents — sent through Zoho Sign, viewable directly inside the portal.

For Users & Professionals

Who this guide is for

  • Portal users with Signatures access
  • Anyone with the User or Professional role

What you’ll learn

  • How to navigate to the Signatures section
  • How to browse and read your document list
  • How to view a document’s detail and signing timeline

On this page

  1. Navigate to Signatures
  2. Browse your documents
  3. View a document’s details and signing progress
Step 1

Navigate to Signatures

The Signatures section lives in the left sidebar of your portal. Click it to see all your signature documents.

Portal sidebar with Signatures nav item highlighted The portal's left sidebar shows five navigation items: My Info, Invoices, Documents, Signatures (highlighted as active), and Support. A numbered callout points to the active Signatures item. app.getventana.com/portal/signatures Ventana My Info Invoices Documents Signatures Support Signatures View and track your signature documents. Your document list will appear here 1
1

Click “Signatures” in the left sidebar

Look for the pen icon labeled Signatures in your sidebar navigation. Click it to open your list of signature documents. If you don’t see it, contact your administrator — the feature may need to be enabled for your account.

Professional users: look for Signatures after “My Info” — Invoices and Documents don’t appear in your sidebar.

💡
Professional users will see Signatures appear near the top of the sidebar — Invoices and Documents are not available for that role.
Step 2

Browse Your Documents

The Signatures page shows all your documents in a table. Each row shows the document name, its current status, how far along the signing process is, and when it was last updated.

Signatures document list with Status, Progress, and View column callouts A document table shows three rows: Services Agreement 2025 (In Progress), NDA Acme Corp (Completed), and Project SOW Q2 (Declined). Three callouts highlight the Status column header, the Progress column header, and the View action for the first row. app.getventana.com/portal/signatures Signatures View and track your signature documents. DOCUMENT STATUS PROGRESS LAST UPDATED Services Agreement 2025 In Progress Step 1 of 3 May 12, 2026 View → NDA — Acme Corp Completed Step 2 of 2 Apr 3, 2026 View → Project SOW Q2 Declined Step 1 of 2 Mar 19, 2026 View → 1 2 3
1

Read the Status column

Each document shows a colored status badge: In Progress (blue — signing is underway), Completed (green — all recipients signed), Declined (red — someone declined to sign), Expired (gray — signing window closed), Recalled (gray — sender cancelled).

2

Check the Progress column

“Step X of Y” shows how many recipients have completed their action out of the total number of signers on the document.

3

Click “View →” to open a document

Click View → or anywhere on the row to open the full detail page and signing timeline for that document.

Step 3

View a Document’s Details and Signing Progress

Clicking a document opens its detail page. You’ll see the document header at the top with status and progress, followed by a signing timeline showing every recipient and where they are in the process.

Signature document detail page with back link, status badge, and signing timeline The document detail page shows a "Back to Signatures" link at top-left, a document header card with the title and an In Progress status badge, and a signing progress timeline below listing three recipients: Jane Smith (Signed), Bob Johnson (Sent), and Carol Lee (Waiting). Three callouts highlight the back link, the status header, and the timeline. app.getventana.com/portal/signatures/svc-2025 Ventana My Info Invoices Documents Signatures Support ← Back to Signatures Services Agreement 2025 In Progress Step 1 of 3 Step 1 of 3 Requested by Sarah Chen · Sent May 10, 2026 SIGNING PROGRESS ✓ Jane Smith Signed · May 12, 2026 at 2:14 PM jane@acmecorp.com → Bob Johnson Sent · May 12, 2026 at 2:14 PM · awaiting signature bob@acmecorp.com ○ Carol Lee Waiting · will receive after Bob signs carol@acmecorp.com 1 2 3
1

Use “← Back to Signatures” to return to your list

The back link at the top-left of the detail page takes you back to your full document list without losing your place.

2

Check the status and progress in the document header

The status badge and “Step X of Y” text tell you where the document stands at a glance. You’ll also see who requested the document and — if completed — the completion date.

3

Read the Signing Progress timeline

Each recipient appears in signing order. A colored icon shows their current status:

✓
Green ✓ — Signed
→
Blue → — Document sent
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Amber 👁 — Viewed
✕
Red ✕ — Declined
○
Gray ○ — Waiting
ℹ️
Once all recipients have signed, the status changes to Completed and a Download PDF button appears at the top of the page.
Need help configuring?

Admins — configure the module for your team

If you need to enable Signatures for your organization or manage role-based access, see the Admin Guide.

← View Admin Guide