What this screen is for
This menu entry opens the SignFlow documents list with a status filter already applied, so you do not have to set one yourself. It is the same screen as All Documents, showing title, type, status, recipients and creation date, and the status filter on that screen can be changed at any time.
The status values a document can hold are draft, sent, in progress, completed, declined and expired. A document that has been sent but not yet fully signed is one of the first two of those.
When to use it
When you want to chase outstanding signatures rather than review finished paperwork. The pending count on the documents list gives the same figure at a glance.
What you see on this screen
The same page as All Documents: four cards — Total, Drafts, Pending and Completed — a row of folder chips, and the documents table:
- Title — the document name, a link to it.
- Type — the document type.
- Status — where it has reached.
- Recipients — how many people are on it.
- Created — when it was made.
- Actions — a folder selector, view, and, on drafts only, edit fields and delete.
Filters and actions
The filters are those of All Documents, with the status already set on arrival:
- Show Filters — opens the filter row so you can change or clear what was applied.
- Search — by title or recipient.
- Status and Document Type — narrow further.
- Reset — clears everything, including the filter this menu entry applied.
- Folder chips narrow to one folder.
Status values
- Draft — not yet sent.
- Sent — with recipients, nobody has signed.
- In Progress — partly signed.
- Completed — fully signed.
- Declined — a recipient refused.
- Expired — the expiry date passed first.
Related
- All Documents — the same list, unfiltered
- Completed — the finished documents instead