# Tracking Documents

The **Envelopes** section allows users to **track, monitor, and manage all envelopes** associated with their account. From this section, users can view envelope status, apply filters, access envelope-level details, and perform permitted actions based on the envelope’s current state.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F9A9bDidIi4x2CGkitwSD%2Fimage.png?alt=media&#x26;token=b3547c1b-3ef3-4d4f-80b7-63e0733f1669" alt=""><figcaption></figcaption></figure>

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#### Envelopes Dashboard

The Envelopes dashboard provides a high-level overview of envelope activity and is divided into two parts:

**Active Envelopes**

* **Need your signature** – Displays envelopes where the user’s action is pending
* **Waiting for others** – Displays envelopes initiated by the user that are pending action from other participants

Each tile shows a count and allows quick navigation to the corresponding list.

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#### Envelope Categories

Below the active summary, envelopes are grouped into categorized sections for easier tracking:

* **All envelopes** – Displays every envelope accessible to the user
* **Drafts** – Envelopes saved but not yet initiated
* **Completed** – Envelopes where all participants have completed their actions
* **Voided** – Envelopes cancelled before completion
* **Declined** – Envelopes rejected by one or more participants
* **Recalled** – Envelopes withdrawn after initiation
* **Inactive** – Envelopes that are no longer active
* **Purged** – Envelopes permanently removed as per retention policy

Selecting any category opens a filtered list view of envelopes in that state.

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#### Envelope Actions Menu

Each envelope in the list provides an action menu. Selecting an envelope opens a detailed action panel where users can access envelope-level information and actions.

Available options may vary based on envelope status and user role.

From the envelope action panel, users can:

* **Envelope details**\
  View complete envelope metadata, participants, workflow type, and document information.
* **Download**\
  Download the signed or in-progress document, depending on the envelope state.
* **Share**\
  Share the envelope or document externally, where permitted.
* **Signing order**\
  View the configured signing sequence for the envelope.
* **Comments**\
  View or add comments related to the envelope.
* **Link envelope**\
  Generate or access a signing link (if enabled).
* **Certificate**\
  View or download the signing certificate for completed envelopes.
* **Validation report**\
  Access the validation report for compliance and verification purposes.
* **View / add attachments**\
  View supporting documents or add additional attachments if allowed.

These actions allow users to fully manage envelope throughout its lifecycle.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F2Qx4vI5VzZwcsaFV29DR%2Fimage.png?alt=media&#x26;token=22487e85-7bc2-42b5-b1c9-ade6084e4ce5" alt=""><figcaption></figcaption></figure>

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#### Purpose of the Envelope Section

The Envelope section acts as the **central tracking and control hub** for all signing activities. It enables users to:

* Monitor envelope progress in real time
* Identify pending actions quickly
* Access envelope documentation and audit artifacts
* Perform permitted actions without re-initiating workflows