Document Tracking

Users can track the document signing status through the Document Record object and the corresponding Target Object selected during the document template creation process.
Within these objects, the following tabs are available:

• Document Signer Status (on the Document Record object)
  
• Track Document Status (on the Target Object)

These tabs provide detailed insights into the document’s signing progress and related actions:

• Sent: Indicates that a document sign request has been sent to the signer.
  
• Waiting: Shows that the signer has not yet signed the document.
  
• Expired: Displays when a document has expired and is no longer available for signing.
  
• Cancelled : Displays that the document signing request has been cancelled.
  
• Remind: Allows the user to send a reminder to signers who have not yet signed the document.
  
• Time Tracking: Enables tracking of the time when the document was sent for signing and when signers completed the signing process.
  
• View Signer: Provides signer details through the “View Signer” option.
  
• View reason : If any signer rejects the document, the user can view the provided rejection reason by clicking the View Reason button.
  
• Preview Document: Allows users to preview the document.
  
• Download Document: Enables users to download the document.
  
• Refresh : Updates the document status.
  
• Cancel Document: Allows users to cancel a document record. This option is enabled only when the document status is In Progress or Completed.
  Upon clicking Cancel Document having the options :
  
  • Notify Signer :
    
    • Send to All Signers : Sends a cancellation notification to all signers associated with the document.
      
    • Send to Signers Who Received the Document : Sends a cancellation notification only to signers who have already received the document.
      
  • Cancel Document Reason : Requires the user to provide a reason for cancelling the document.
    
  • Send Email  : Sends an email notification to the selected signers informing them that the document has been cancelled.
    
  • Close : Closes the Pop up without performing any action.
    
  • If the document is cancelled and a signer later opens a previously sent link for that document, a message will be displayed showing the cancellation reason.