Viewing participants in the workflow (Signing Order)

The Signing Order Diagram provides a clear visual overview of all participants involved in the document workflow and their current signing status. This helps signers understand where the document stands at any point in time—during the signing process.

How to Access the Signing Order Diagram

• While viewing the document, click the Signing Order (participants) icon displayed near the document header.

• This opens the Signer Order Diagram in a pop-up view.

What the Signing Order Diagram Shows

The diagram visually represents the complete workflow, including:

• Originator

  • The user who initiated and sent the document.

• Signatories

  • All participants required to act on the document (signers, reviewers, delegates, CC recipients, etc.).

• Completion Flow

  • The sequence in which participants are expected to act, based on the configured workflow (for example, serial or parallel).

  

Participant Status Indicators

Each participant is shown with a clear status indicator, allowing quick understanding of progress:

• Completed – Participant has completed their action.

• Pending – Participant is the current signer/action owner.

• Not Started – Participant has not yet received or reached their turn.

• Declined – Participant has declined the document.

• Recalled / Deleted – Document action was recalled or removed.

• Delegation / Review / CC / Signer

  • Icons indicate the participant’s role in the workflow.

Why This Is Useful

• Users can track progress and see whether they are the current signer or if others are pending.

• Provides clarity on accountability, sequence, and completion status across all participants.

Key Takeaway

The Signing Order Diagram acts as a real-time snapshot of the document’s journey—showing who initiated it, who has signed, who is pending, and what comes next. This ensures transparency and confidence throughout the signing process.