Skip to main content
Skip table of contents

Overview

This part of your Home Page briefly shows you the stats about your documents and how they’re being processed. Each card represents the number of documents falling into a given category.

  • Inbox - documents waiting for your action

  • Waiting for others - documents waiting for someone else to take action

  • Completed - documents that don’t require any further action

  • Approaching deadline - documents close to their processing deadlines

A document is Completed once it has been successfully signed or approved by all participants and doesn’t require any further action.

A document is considered Failed if it hasn’t been successfully processed by all participants.
This can happen in 3 ways:

  1. The sender cancels their request during the process

  2. Someone rejects the document

  3. Someone fails to meet the processing deadline

When sending a document to other users along with an action request, the sender can set a processing deadline for the recipients. After the deadline passes, the document gains Expired status and cannot be accessed anymore.

The default Approaching deadline status threshold is set to 3 days before the request expires.

Overview.png

Overview

Clicking on each of the scorecard statistics will direct you to the relevant tab with specific document status.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.