What this screen is for
This is the home of SignFlow. Cards count your documents in total and by state — drafts, pending, and completed — and the list shows each document's title, type, status, recipients and creation date. Folders appear as chips above the list: clicking one narrows the view, and new folders are created and removed from the same row.
Filters search by title or recipient and narrow by status — draft, sent, in progress, completed, declined or expired — and by document type, such as contract, proposal, NDA, agreement, partnership or custom. The list shows the documents you created.
When to use it
As the starting point for anything to do with signing: chasing what is still out, retrieving something completed, or picking up a draft.
What you see on this screen
Four cards head the page: Total, Drafts, Pending and Completed.
Beneath them sits a row of folder chips, each showing the folder name and how many documents it holds, ending with a dashed New Folder chip. Hovering a chip reveals a cross that deletes that folder; the documents inside are kept and simply become unfiled.
The table carries:
- Title — the document name, a link to the document.
- 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 for moving it, view, Edit Fields and delete. The last two appear only while the document is a draft.
Filters and actions
- Show Filters — opens the filter row.
- Search — by title or recipient.
- Status — All Status, Draft, Sent, In Progress, Completed, Declined or Expired.
- Document Type — All Types, Contract, Proposal, NDA, Agreement, Partnership or Custom.
- Reset — clears all three.
- Clicking a folder chip filters to that folder; clicking it again clears the filter.
- New Document — starts one.
Status values
- Draft — being prepared, not yet sent. Only a draft can be edited or deleted.
- Sent — out with recipients, nobody has signed yet.
- In Progress — some recipients have signed, others have not.
- Completed — fully signed.
- Declined — a recipient refused to sign.
- Expired — the expiry date passed before signing finished.
Related
- Create Document — starting a new one
- All Templates — reusable documents to start from
- Audit Logs — the recorded history behind each document