Track and manage documents
The document list is where a document lives after you send it. It is split into views so that “waiting on me” never gets lost among “waiting on everyone else”.
The views
Section titled “The views”| View | What it holds |
|---|---|
| Inbox | Documents sent to you |
| Sent | Documents you sent |
| Drafted | Started but never sent |
| In preparation | Being sealed by the platform before going out |
| Recent | Recently touched, across the other views |
| Deleted | Deleted, and still recoverable |
You can group documents further with Add folder and Move to a folder.
The list refreshes on its own — “The list refreshes automatically” — so you do not need to reload to see a signature arrive.
Seeing who still has to sign
Section titled “Seeing who still has to sign”Each sent document shows its recipients’ individual states, which is more useful than the document’s overall status when you are chasing someone:
| Shown as | Meaning |
|---|---|
| Waiting for recipient to sign | It is their turn and they have not signed |
| In queue to sign | Their turn has not come up yet |
| Signed | Done |
| Rejected | They declined |
| Canceled | Cancelled before they signed |
In queue to sign versus Waiting for recipient to sign is the distinction worth knowing: only the second means someone is actually holding things up.
What you can do with a document
Section titled “What you can do with a document”| Action | Notes |
|---|---|
| View | Open it |
| Download | Get the file |
| Print it | |
| History | Open the audit trail |
| Sign | Sign, when it is your turn |
| Reject | Decline — stops the process for everyone |
| Resend email | Send the invitation again |
| Continue | Resume a draft |
| Move | Put it in a folder |
| Cancel | Stop an in-flight document |
| Change owner | Hand it to a colleague |
| Delete | Send it to Deleted |
Handing a document over
Section titled “Handing a document over”Change owner transfers responsibility:
The document moves to the member you pick. They take over the signatures and anything still outstanding; it leaves your documents.
Pick the person under New owner. If you are the only person in the organisation you will see “There are no other users in this organization.”
Deleting
Section titled “Deleting”Deleting is not as final as it sounds, but it is not harmless either:
Delete, in the Deleted view, is the permanent one.
Deleting a draft is separate and immediate: “Isto irá apagar o rascunho permanentemente.”
When an action fails
Section titled “When an action fails”If the subscription behind a document has lapsed, actions stop working:
- “Action failed. The subscription from which this document originated has expired.”
- “Action failed. The subscription from which this template originated is in Trial and has expired.”
The document is not lost — the subscription needs renewing before you can act on it again.