formify-track-signatureslisted
Install: claude install-skill formify-e-sign/formify-skills
# After the document was sent
## Purpose
Everything that happens between sending a document and having it signed: finding it,
seeing who is still outstanding, reminding only them, repairing a wrong email address,
handing someone a link in person, correcting a value before anyone signs, cancelling, and
retrieving the finished file.
This is the half of the job most agents never learn. Sending is one moment; waiting is the
following week.
## When this applies
- "Has anyone signed this yet?"
- "Remind the ones who haven't."
- "I typed his email wrong."
- "The client is in front of me — can I just give them the link?"
- "The amount is wrong and nobody has signed yet."
- "The deal is off, cancel it."
- "Send me the signed copy."
- "Just tell me when it's signed — I don't want to keep checking."
## When it does not
- **Sending a document in the first place** → `formify-send-contract`.
- **Building or editing the PDF** → `formify-pdf-forms`.
## Preconditions
A Formify account, connected. Every action here needs one.
**Always read current state before acting.** Call `get_document` before any reminder,
repair, cancellation or deletion. Never act on a status remembered from earlier in the
conversation — someone may have signed in the meantime, and several of these operations are
irreversible.
If the user does not know which document they mean, list recent documents and let them pick
by name. Never show internal IDs; those are for tool calls.
## Procedure
### 1. Read the doc