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Document Status

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Document Status

On the homepage, the large boxes with a number count display the number of documents in each stage or status.  Click on a specific box to view the details for the corresponding documents.

  • EXPIRING SOON: This section shows the details of the documents which are about to expire.
  • SENT FOR SIGNATURE: This section shows the details of the documents which sent out and pending signature.
  • TERMINATED: This section shows the details of the documents which have been declined by the signer(s).
  • COMPLETED: This section shows the details of the documents which the contracts have been executed.
  • ADDITIONAL STATS: This section shows the details for all contracts sent to date.
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To switch categories in the details section, pull down the menu, select the new category and click SUBMIT.
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