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.
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.
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Recalled – Envelopes withdrawn after initiation
Inactive – Envelopes that are no longer active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.
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.
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
Last updated