Folder Management
On the View Folder page, you can view details about documents you've sent for signatures, including:
Document names
Participant information such as names, email addresses, and the status of their signature request (see Workflow Statuses for more information)
A history of activity in the folder
Signature statuses
Expiration dates
An in-portal conversation about the folder
Workflow Statuses
You can instantly see the status of a signature workflow by looking at the color of the border bar next to the document's name.
A full grey bar indicates that no action has been taken on the document.
A half green bar indicates that at least one participant has signed the document.
A full green bar indicates that all participants have signed the document.
A full red bar indicates that the payment has expired.
A full black bar indicates that the payment has been refused.
You can also see the workflow statuses of individual participants:
Default status; participant has been added to the workflow but has not taken any action.
Participant has signed the document and completed their required tasks.