Monitor document signing status
FA allows you to track the signing status of documents so that you know, for example, which documents are waiting for their signees and which documents you need to make corrections for. You can use the following methods to open the Document status list window:
Open Contacts, Portfolios, Transactions, or Trade orders view and select the ones to view documents for → Document signing → Monitor document signing status.
Go to Tools → Monitor → Document signing status.
The window shows the following information for each document:
- Status
Current signing status of the document. For the list of statuses and their meanings, see Document signing statuses.
- Signers
Number of signees that have signed the document out of the total number of signees.
- Contact
Contact, portfolio, transaction, or trade order under which the document is stored.
- Document
Name of the document.
- Date sent
Date when the document was sent for signing.
- Last modified
Last date and time the document information was modified.
- Validation
Errors in the document information, for example, missing signee details. The column is empty if no errors are found. The document can only be sent for signing when it has no errors.
Document signing statuses
The following document signing statuses and corresponding tags are available:
Not sent. The document is waiting to be sent for signing and has the tag "Document signing-Waiting".
Pending. The document is sent and waiting to be signed and has the tag "Document signing-Pending".
Error. The object that contains the document or contact information has errors. The document has the tag "Document signing-Error". Fix the errors and tag the document with "Document signing-Waiting".
Done. The document is signed and has the tag "Document signing-Done". Both the original and signed document are saved in the FA system.
Canceled. The document signing was canceled by the initiator, meaning the one who requested it. The document has the tag "Document signing-Canceled".
Examples of monitoring document signing status
You can monitor the signing status of documents under a specific contact:
Open the Contacts view and select the contact to monitor.
Click Document signing → Monitor document signing status to open the signing status window.
Check the Validation column for errors. For documents with errors, you can click on the contact name to open the Overview and edit the missing or incorrect information.
You can use the same method for portfolios, transactions, and trade orders as well.
You can also monitor the signing status of documents stored under contacts, portfolios, transactions, and trade orders in one window:
Go to Tools → Monitor → Document signing status. The window that opens shows a list of all documents with a tag related to the document signing process.
Click the rows highlighted with "Error" to open the Overview. Edit the missing or incorrect information.