Track signed documents

A document goes through various different stages before getting finalized and signed by the customer. So document control is essential for companies. You can also track your documents in the Pipeline view where you can change the status of your documents.

Tracking in Pipeline

On the Pipeline page, documents are categorized and listed based on status.

1. Click on Pipeline on the navigation bar.

2. The Pipeline view is divided into 4 different swimlanes which represent the document status. Draft , Internal Approval, Sent, Completed, and Declined. The Pipeline page lists all documents created so far.

You can click and open any document in the list and download it as a .pdf or .docx format.