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How to check the current status of the document?

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After a document is sent for signing, the document status will be displayed in the Status column based on the action performed on the document. The statuses are

  1. Waiting for me - The document sent to you is pending, and you still need to sign it.
  2. Waiting for others - The document has been sent to multiple recipients for review and signature, and one or more still needs to sign the document.
  3. Needs attention - Documents that failed to deliver because of an invalid email address and require further attention or action.
  4. Completed - All the recipients have completed the signing process.
  5. Declined - One or more document recipients have chosen not to sign it.
  6. Revoked - The document’s sender has chosen to recall or cancel it.
  7. Expired - The signer didn’t sign the document before the deadline.

You can check the status of a document on the following pages.

  • Dashboard
  • My Documents page
  • Team Documents page

Checking document status in Dashboard

  • In the BoldSign application’s dashboard page, the user can view the status of various documents.

dashboard page

Checking document status in My Documents

  • Select My Documents from the Documents menu.
  • All the documents sent and received by the user will be displayed.
  • You can check the status of the document signature request in the Status column.

my documents page

  • The document’s status can also be found on the overview page.
  • Click on the document to navigate to the overview page.
  • Then, check the Status fields to know the document’s status.

status in overview page

Checking document status in Team Documents

  • Select Team Documents from the Documents menu.
  • In Team documents, an account admin can check the document status of any team member within the organization.
  • A team admin can only check the status of their team documents.
  • To know the status of the document signature request, check the Status column.

team document page

  • The document’s status can also be found on the overview page.
  • Click on the document to navigate to the overview page.
  • Then, check the Status fields to know the document’s status.

team documents overview page

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