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Monitor document signing status

You can monitor signing status for documents saved under Contacts, Portfolios, Transactions, Trade Orders. The monitoring process can be launched from the corresponding view in FA Back, or from Tools → monitoring → Document signing status.

Example: Show signing status for Contact's documents.

  1. Go to the Contacts view and select the contact(s) you want to see the signing status for.

  2. Click Document signing - Monitor document signing status. A window opens and lists the contact documents that have a tag related to the document signing process.

  3. Click the rows highlighted with "ERROR" to open the Overview page on that Contact or Portfolio and edit the missing or incorrect information.

Example: Show signing status for Contact, Portfolio, Transaction and Trade Order documents in the same view.

  1. Go to Tools → Monitoring → Document signing status. A window opens and lists allall documents which have a tag related to the document signing process.

  2. Click the rows highlighted with "ERROR" to open the Overview page on that Contact or Portfolio and edit the missing or incorrect information.

Document signing statuses

Signing statuses are shown using the following document tags.

  • Not sent – The document is waiting to be sent for signing and has the "Document signing-Waiting" tag.

  • Pending – The document is sent and waiting for signing and has the "Document signing-Pending" tag.

  • Error – There are some errors with the object containing the document or the contact info. The document has the Document signing-Error tag. To send the documents, fix the errors and tag the document again with the "Document signing-Waiting" tag.

  • Done – The document is signed and has the "Document signing-Done" tag. Both original and signed documents are saved.

  • Canceled – The document signing was canceled by the initiator and the document has the "Document signing-Canceled" tag.