All help topics
Managing documents
Track status, remind signers, organize folders, download signed copies and audit trails.
Find a document in the Documents list
Status tabs, the owner and team and folder picker, search across names and recipients, what every column means, and the small chips that say where a document came from.
ReadDocument statuses explained
The six statuses a document can hold, what moves it from one to the next, the separate status each recipient carries, and why Scheduled is not on the list.
ReadOrganize documents with folders
File a sent document into a folder, create folders as you go, rename or delete them, and filter the Documents list down to one folder at a time.
ReadTour of the document page
What the header strip, the three tabs, the signing order list, the PDF viewer and the activity feed each tell you, and how the page changes with the document's state.
ReadSend reminders to signersGrowth and up
Nudge one signer by hand from the document page, or let auto-remind chase everyone on a schedule your admin sets once.
ReadReassign a signerGrowth and up
Hand one signing slot to a different person after the envelope has gone out, without cancelling it or restarting the workflow.
ReadEdit, cancel or delete a document
A draft can be edited or deleted. A sent envelope can only be cancelled, which is final and tells every recipient.
ReadSend now or reschedule a scheduled documentBusiness and up
A queued envelope keeps three controls until it fires. Send it early, move it to a new time, or drop the schedule and go back to a plain draft.
ReadDownload the original, signed and audit PDFs
An envelope carries three downloadable files. Here is what each one is, the moment it becomes available, and which button on the page fetches it.
ReadRead the audit trail and audit certificate
The Activity tab logs every action on an envelope while it is live. The Certificate of Completion turns that log into a signed record you can hand to a lawyer.
ReadYour Inbox, documents waiting for you
The Inbox collects envelopes where you are the signer, whoever sent them. Documents holds what your workspace sent out. Two different lists, two different jobs.
ReadAdd and manage contacts
Your contact list is the address book behind the send wizard. Save someone once and their name and email drop into a recipient row from two keystrokes.
ReadReports and CSV export
Reports is every envelope your workspace has sent, with date, status and name filters, four headline numbers, and a CSV of whatever the filter currently matches.
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