After a document is delivered to a client, it moves to the Delivered page. Its status is shown in the Status column and displays where in the process the client is and if the document was delivered successfully.
When a document is archived by a user, it moves to the Archive page, but the statuses are identical to the Delivered page. See the entries below for more information.
Status | Description |
---|---|
Processing |
The document is in the process of being delivered. The status will be updated to Out for Signature shortly. |
Out for Signature | A document was delivered to a client but no signers have completed the signature process. |
E-Signed | The document was e-signed by all clients. |
Declined | Signing was declined by one of the signers. Any subsequent signers will not be able to sign and receive an email notifying them. |
Canceled | The document link was canceled by a firm user. The client link is now invalid. |
Partially Signed |
The document has been signed by at least one signer, but not all signers. |
Signature Stamping Failed | An error occurred and the document cannot be signed. An email is sent to the firm user notifying them of the problem. The document needs to be re-sent to be signed. |
Delivery Failed | A Mail Merge document could not be delivered. This does not indicate a blocked or dropped email. The document needs to be re-sent. |
Comments
Article is closed for comments.