Tracking Completion

This guide covers how to monitor your document’s signing progress and access completed documents.

Tracking Your Document

1. View Envelope Status

   After sending, you can track your envelope:

   

   • Navigate to Documents from the main menu
   • Use the board or list view to see every envelope
   • Each column or row shows document title, recipients, status, and last update

   You can also open Requests for you to see documents waiting for your approval or signature:

   

2. Check Envelope Details

   Click on any envelope to:

   • View the document with current signatures
   • See detailed audit trail
   • Check which recipients have signed
   • View completion percentage

3. Download Completed Document

   Once everyone has signed:

   • The status changes to “Complete”
   • A “Download Proof” button appears
   • Open the completed envelope
   • Click “Download Document” or “Download Proof”
   • The file downloads to your computer
   • The filename includes status (e.g., contract-2024-signed.pdf)

   Tip

   Audit Trail The downloadable proof includes a complete audit trail showing when each action occurred, providing legal evidence of the signature process. Team admins can also configure whether the proof and signed PDFs are attached to completion emails. See Completion email attachments.

Envelope Status Types

Pending

Sent but not yet opened by recipients

In Progress

At least one recipient has opened the document

Signed

All recipients have signed

Complete

Document is finalized and sealed

Declined

A recipient has declined to sign

Expired

The signature deadline has passed. You are notified by email; see Envelope Expiration.

Understanding the Audit Trail

The audit trail provides a complete record of:

• Document Actions: When the document was uploaded, sent for signature, opened by recipients, signed, and finalized
• Recipient Actions: Email delivery confirmations, document access times, signature completion times, and any declines or issues
• Security Information: Cryptographic signatures, timestamp verification, document integrity checks, and access logs

Troubleshooting Common Issues

Next Steps

After completing the signature process:

1. Download and Archive - Save completed documents
2. Review Audit Trail - Verify all signatures
3. Envelope Expiration - Learn about deadlines and the Expired status
4. Sign in Person - Sign on behalf of a recipient who is with you but cannot sign on their own device
5. Update Records - File documents appropriately
6. Follow Up - Complete any remaining tasks

Support and Help

If you encounter issues:

• Check the troubleshooting section above
• Contact us
• Visit subnoto.com for more information
• Review the complete documentation

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Congratulations! You’ve successfully completed the document signature workflow. Your documents are now securely signed and ready for use.