---
title: Accessing a document pack
description: Accessing a Document pack sent to clients and the status of the signing of documents
---

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1. [Help Center](https://support.connectworks.com/?hsLang=en)
2. [Document Management & Client Engagement](https://support.connectworks.com/document-management-client-engagement?hsLang=en)
3. [DOCUMENT PACKS](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-packs)

# Accessing a document pack

## Accessing a Document pack sent to clients and the status of the signing of documents

To access document packs through the firm:

1. Navigate to the **Work tab** and select **Document packs**
2. Enter the name of the document pack you wish to access in the refine results search bar located on the left-hand side of the page
3. Click on the title of the document pack to open the pack workspace.

### Viewing who has signed a document pack

On the left side of the slide-out window, you will see a list of documents that make up the document pack. Upon clicking on each document, an overview will be displayed - this includes the signing status for each signatory.

### To access document packs as a client (signatory):

Once the document pack is published, the signatories will be sent an email with a link which will direct them to the document pack. Alternatively, it is also accessible from the client's personal dashboard. The documents will be located under **Needs signing or approval**.

### Sending Reminders

Reminders are able to be sent to recipients with incomplete signing tasks - this will generate the same email that was originally sent when the document pack was published.

Simply click on the **Remind All** button within the document pack.

### Retracting / Resending document packs

Connectworks makes it easy to retract a document pack should the need arise. Retracting the pack will cancel all active signing tasks and means that the recipients can no longer access it. After retracting a pack, you can make modifications and then republish if desired.

To retract a document pack:

1. Navigate to the **Work tab** and select **Document packs**
2. Enter the name of the document pack you wish to access in the refine results search bar located on the left-hand side of the page
3. Click on the title of the document pack to open the pack workspace
4. Click on **Retract pack** in the top right corner.
5. Confirm that you would like to retract the pack by clicking on **OK**.

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