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.

  • Assigned to me - 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
  • Expires soon - documents approaching 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, e.g. someone rejected to sign it or the sender canceled their signature/approval request altogether.

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 “expires soon” status threshold is set to 3 days before the request actually expires.

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