Status reference
Actions available by status
Different actions are available depending on a document’s current status.Draft
Draft
A document in Draft is fully editable. You can:
- Open the field editor to add, move, or remove fields.
- Add or remove signers and adjust the signing order.
- Send the document when you’re ready by clicking Finalize & Send.
Pending Signature / Partially Signed
Pending Signature / Partially Signed
The document is live and in progress. You can:
- View which signers have completed their part and which are still pending.
- Click Resend next to any pending signer’s name to re-send their unique signing link — useful if the original email was missed or has expired.
You cannot edit fields or signers once a document has been sent. If changes are needed, cancel the document and duplicate it to start a fresh request.
Completed
Completed
All signers have signed. You can:
- Download the final signed PDF — a copy of the document with all signatures applied.
- Download the certificate of completion — an audit trail showing each signer’s name, email, and signing timestamp.
Cancelled / Expired
Cancelled / Expired
The signing process did not complete. You can:
- Duplicate the document to create a fresh copy with the same PDF and field configuration, then restart the signing process.