Review the E-signature task on a lead or process to check who should sign. This is especially useful when several contacts share a role, such as two tenants.
Open the signer review
Open the lead or process that contains the E-signature task.
Find the task in the task list.
Select its E-Signature action to open Assign Signer Roles.
This opens a recipient and assignment review. It does not open a finished, signed PDF.
Review a native request on a process
Check the displayed signing mode: In order or Any order.
Review the person, email address, and status shown for each document role.
For contact-based roles that allow assignment, select the intended process contact.
For example, assign Taylor Jordan to Tenant 1 and Alex Rivera to Tenant 2.
Resolve any missing required assignments or email addresses, then select Save Assignments.
Review the actual contact and email assigned to each role before the request is sent.
If the request has already been sent, the dialog shows the saved signers used for that request. Those issued recipients cannot be edited in this dialog.
Review a request on a lead
Choose a lead contact for each configured pipeline signer role.
Select Save Assignments to store the assignments.
When a Preview section is available, review the document-field values resolved from the saved lead data. Reopen the dialog after saving changes if needed.
The preview can show Filled, Required blank, Optional blank, or Signer fills. A blank required mapped field must be corrected before sending; an unmapped field is left for the signer.
The lead and process views differ: the native process dialog shows resolved recipients and their status. The lead dialog can also show the prefill-value table once its signer assignments are complete. Do not expect that table in every process dialog.
Before the request is sent
Confirm that every required signer has the correct email address.
Check role assignments rather than assuming Tenant 1 means the first contact listed on the record.
Review mapped source values on the lead or process. Later record edits do not rewrite an agreement that has already been issued.
Remember that E-signature workflow tasks send automatically when eligible and due. Saving assignments can make a previously blocked task eligible to send.
View the document itself
Use Signatures > Templates > View PDF to check the reusable template's document layout. Use Signatures > Documents to track an issued request and download its completed signed PDF when available.