Document lifecycle
A document has exactly one status at any moment. Knowing which one explains what you can do with it and what the platform is waiting for.
The states
Section titled “The states”The underlying status set is Draft, InPreparation, Waiting, Completed,
Canceled, Expired, Rejected, Error.
| Shown as | What it means |
|---|---|
| Draft | You are still building it. Nobody has been notified. |
| Processing | The platform is sealing the document before sending it. Brief and automatic. |
| Waiting | Sent. One or more signers have not signed yet. |
| Completed | Every signer has signed. The final PDF is available. |
| Rejected | A signer declined. The document stops here. |
| Canceled | You cancelled it before it completed. |
| Expired | The expiry date passed before everyone signed. |
| Error | Something failed during processing. |
How a document moves
Section titled “How a document moves”Rascunho ──► Processing ──► Waiting ──► Concluído │ │ │ ├──► Recusado (a signer declines) ▼ ├──► Cancelado (you cancel it) Erro ├──► Expirado (expiry date passes) └──► ErroOnly Draft is fully under your control. Once you send a document it enters Processing briefly, then Waiting, and from there the outcome depends on the signers and the clock.
What you can do in each state
Section titled “What you can do in each state”| State | Can edit | Can cancel | Can download |
|---|---|---|---|
| Draft | Yes | — | Draft only |
| Waiting | No | Yes | Yes, unsigned |
| Completed | No | No | Yes, signed |
| Rejected / Canceled / Expired | No | No | Yes |
Filters you will see in the list
Section titled “Filters you will see in the list”The document list filters by some labels that are not statuses but views onto them — All, Needs to sign, In progress, Signed, Copy, Deleted.
Needs to sign is the useful one day to day: it shows documents waiting on you specifically, rather than every document that is merely unfinished.