Agreement statuses

Agreements can have various statuses. They are categorized on the Manage page and all agreements are sorted into these various sections. You can filter by status and you can also search by status.

Waiting for Me to Approve

Agreements under this section are waiting for you to approve them.

Transactions end up under this category because:

  • You sent and specified that you needed to approve after someone signs.
  • You specified that you needed to approve first and you navigated away from the approval page.
  • Someone sent you an agreement to approve.
  • Another user is sharing their account to you and they have agreements that they need to approve.

Waiting for Me to Sign

Agreements under this section are waiting for you to sign them.

Transactions end up under this category because:

  • You sent and specified that you needed to sign after someone else signs.
  • You specified that you needed to sign first and you navigated away from the signing page.
  • Someone sent you an agreement to sign.
  • Another user is sharing their account to you and they have agreements waiting for them to sign.

Draft

Agreements under this section have not yet been sent and must be completed in order for them to send.

Transactions end up under this category because:

  • You started the process of sending and navigated away from the authoring page.
  • Another user is sharing their account to you and they have agreements in draft.

Waiting for Me to Prefill

Agreements under this section are waiting for you to finish prefilling them and are not sent until you complete this process.

Transactions end up under this category because:

  • You started to send an agreement you needed to prefill and you navigated away from the prefill page.
  • Another user is sharing their account to you and they have agreements waiting for them to prefill.

Out for Signature

Agreements under this section are waiting for others to sign them.

Transactions end up under this category because:

  • You sent an agreement to others to sign.
  • Another user is sharing their account to you and they have agreements that are waiting for others to sign.

Signed

Agreements under this section have been signed.

Transactions end up under this category because:

  • You completed and signed an agreement that was sent to you.
  • You sent an agreement you needed to sign and all parties have signed.
  • You sent an agreement that others need to sign and all parties have signed.
  • Another user is sharing their account to you and they have signed agreements.

Signed in Reader

Agreements under this section have been signed using Acrobat or Reader and were sent to you.

Transactions end up under this category because:

  • Someone signed a document with Acrobat/Reader and sent it to you.
  • You signed a document with Acrobat/Reader and sent it to someone else.
  • Another user is sharing their account to you and they have agreements that were signed in Acrobat or Reader.

Canceled/Declined

Agreements under this section have been canceled by you or declined by a signer.

Transactions end up under this category because:

  • You canceled an agreement you sent.
  • A signer declined an agreement you sent to them.
  • You declined an agreement that was sent to you.
  • An agreement incurred a system issue and automatically canceled.
  • Another user is sharing their account to you and they have canceled or declined agreements.

Expired

Agreements under this section have been canceled due to an expiration date passing.

Transactions end up under this category because:

  • You set an expiration date for an agreement and that date passed before the agreement was completed
  • Another user is sharing their account to you and they have expired agreements

Archived

Agreements under this section were uploaded via the Archive a Document link on the home page.

Transactions end up under this category because:

  • You used the Archive a Document link to upload a document.
  • Another user is sharing their account to you and they have archived agreements.

Note:

From the Manage page, you can upload document to your archive by clicking the Upload Agreements link under this section.

Library Template

Documents under this section are reusable library and form field templates.

Documents end up under this category because:

  • You created a Library or Form Field Template.
  • The Template has been shared to your group or account by the creator.
  • Another user is sharing their account to you and they have created a Template.

Note:

Library and Form Field Templates have a send and edit link on the Manage page. They allow you to send or edit the template, respectively.

Widget

Documents under this section are hosted agreements you created.

Documents end up under this category because:

  • You created the Widget.
  • The Widget has been shared to you by another user.
  • Another user is sharing their account to you and they have created a Widget.

Widgets have a get code and edit link on the Manage page. They allow you to get the URL/Javascript code or edit the Widget, respectively.

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