The Dashboard gives you the headline numbers: how many documents are out for signature, how many completed this month, how many completed in total, and a completion rate calculated across everything that has closed. Below it sits a list of your most recent documents.
The Documents tab lists everything with a counter per status, so you can filter to drafts, documents out for signature, completed, declined, voided or expired. Each row shows the document title, the source type, a dot per signer coloured by their progress, the status badge, the creation date and the expiry date.
The six document statuses:
- Draft, not sent yet and fully editable
- Out for signature, sent, with content locked to protect integrity
- Completed, every signer has signed, the final PDF is sealed and emailed
- Declined, a signer refused, the document closed and you were notified with their reason
- Voided, you withdrew it
- Expired, it passed its deadline before everyone signed
The document status page:
Open any sent document to see a row per signer showing their status, which runs from Waiting to Invited, Viewed, Signed or Declined, along with the consent time, the first view time, the signing time and the IP address recorded. Below that is the full audit trail with UTC timestamps, and a note that this exact trail is printed into the Certificate of Completion.
Actions available:
- Resend Invite, for a signer whose email went astray
- Copy Signing Link, to share a signer's link through another channel
- Duplicate, to create an editable copy with the same content and signers
- Void, with a reason recorded in the audit trail, which stops any further signing
- Delete, available on anything that is not completed
- Verify Integrity and Signed PDF, on completed documents
Why a sent document cannot be edited:
If the text could change after someone signed it, the signature would prove nothing. To correct a document that is already out, void it and duplicate it, then send the corrected copy. Completed documents cannot be deleted from the admin at all, because they are records.