Signature Stages
Documents are assigned to one of three stages during signature collection: Draft, In Progress, and Completed. A document's stage is displayed on the Document Manager screen to help you determine the status of that document and whether any action is required.
The stages are defined below. The steps for each stage are provided in greater detail in each stage's article.
- Draft
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A document is set to the Draft stage when a signer is added to that document.
Setting a document to this stage voids all existing shared links. These shared links can be re-created (and new ones added), but the document will not be sent to share recipients until the final signature is collected (i.e. the signature process is finished and the document's status is Completed).
In the Draft stage, you can: add or remove shared links (with the restrictions noted above); add, edit, and remove signers; add and edit signature fields; and change the order of signers.
Documents in the Draft stage can not be deleted or archived.
- In Progress
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A document is set to the In Progress stage when the user selects .
Documents in the In Progress stage can be voided as long as no signatures have been collected. They can not be archived, and can not be shared using shared links.
In the In Progress stage, you (and the signers) can preview and sign the document. You can change the signers' signing method but can not add, edit, remove, or change the signing order of signers in this stage.
- Completed
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A document is set to the Completed stage when all signers have signed the document. A document in the Completed stage can not be prepared for signatures (i.e. set to the Draft stage), but can be viewed, downloaded, shared, archived, and voided.