Document statuses
Last updated
Last updated
© Ascertia Limited 2024
SigningHub allows document sharing in the form of a document package. A package may contain multiple files. In this way, they are collectively shared as a bundle, by consuming a single workflow from your available quota.
A document package can have the following statuses in a workflow:
Status | Description |
---|---|
Draft
A document package that has been uploaded and is being prepared by the Document Owner is called a 'Draft' document. The draft document is editable for the document owner, who can add recipients (signers, reviewers, editors) to it, and can make certain workflow configurations. The 'Draft' document is shown to the respective document owner only. A document package remains in the 'Draft' status until it is sent for collaboration.
In progress
A Document Owner when sending their document package for signing/ reviewing/ updating, sees the shared document as 'In Progress' in their documents list. An in-progress document is shown to the respective document owner only, in un-editable form. However, the document owner can still recall it and can change its recipients and their permissions. A document package remains in the 'In Progress' status until it is signed/ reviewed/ updated by all the recipients.
Pending
A recipient when receiving a document package for signing/ reviewing/ updating, sees the received document as 'Pending' in their documents list. A pending document is shown to the respective recipient only, with the configured (security) settings. When allowed in the document permissions (by the document owner), the recipient can replace himself with another recipient. A document package remains in the 'Pending' status until it is signed/ reviewed/ updated by the respective recipient.
Signed
A document package that has been sent to a recipient (signer), and has been signed by the signer is called a 'Signed' document. Or
A document package that has been sent to a recipient (meeting host), and received all the in-person signatures from the in-person signers by the meeting host is called a 'Signed' document. The signed document is shown to the respective signer/ meeting host only.
Approved
A document package that has been sent to a recipient (reviewer), and has been reviewed by the reviewer is called an 'Approved' document. The approved document is shown to the respective reviewer only. This filter will automatically appear when there is any such document in your documents list.
Updated
A document package that has been sent to a recipient (editor), and has been submitted by the editor with a filled form and/ or initials, is called an 'Updated' document. The updated document is shown to the respective editor only. This filter will automatically appear when there is any such document in your documents list.
Completed
A document package that has been signed/ reviewed/ updated by all the recipients in the workflow, is called a 'Completed' document. The completed document is shown to the respective document owner only.
Declined
A document package that has been sent to a recipient for signing/ reviewing/ updating, and has been declined by the recipient is called a 'Declined' document. The declined document is shown to the respective recipient and document owner only.
Expiring in 7 Days
A pending document package whose viewing access is about to expire in 7 days for the logged-in user.