Status Overview

In the Documents section, you get a complete overview of your documents and their statuses.

The number displayed next to the tab name is the total number of unread documents.

Your documents can have several different statuses:

• Created - Document has been created and no other actions are pending.

• Waiting to be signed/approved/reviewed/accepted… - Document is waiting for the next recipient to sign/approve/accept/review.

• Waiting for you… - Document sent to you, waiting for your action.

• Completed - All actions required for this document have been completed.

• Expired - Time for signature has expired (for anyone who should sign the document).

• Canceled - Document processing request canceled by its initiator.

• Rejected - One of the recipients rejected to sign the document.

The colors of the status bar of each document also indicate the status of its progress. The bar will be split into sections according to the number of recipients of the document. Green color indicates a successful signature/approval/review. Grey indicates the signatory has not seen the document yet and orange means they have opened the document. Red stands so Rejected/Expired/Canceled. Hovering a mouse over each section will show details of the action taken/waiting for.

Documents can be filtered into 5 categories based on their status:

All

Displays all documents.

To make looking for specific documents easier, you can use labels and configure custom filters.

Waiting for others

Displays documents which are assigned to other users for you to check their details and progress - how many recipients have signed, how many signatures are pending, etc.

You have the option to send a reminder to everyone who still needs to sign a particular document. There are also several actions available in the Context menu, such as Share, Send to cloud, Download or Add to Starred. The person who initiated the signing process has a few more options for managing the document.

Assigned to me

Displays documents which have been assigned to you to process.

Completed

Displays documents which have been signed or approved by all parties and do not require any further action.

You are, however, able to initiate a New request for a completed document. A new copy of the document will be created and you will be able to send it to other users.

Download is usually the first action visible in the Context menu.

Failed

Displays documents which have been Canceled, Rejected, or have Expired.

There is no way to continue the signing process once a document has failed. The only option is to initiate a New request with a copy of the failed document.