Pending
Sent but not yet opened by recipients
Tracking Completion
This guide covers how to monitor your document’s signing progress and access completed documents.
Tracking Your Document
Section titled “Tracking Your Document”-
View Envelope Status
After sending, you can track your envelope:
- Navigate to Envelopes from the main menu
- You’ll see a list of all your envelopes
- Each envelope shows:
- Document title
- Recipients
- Current status
- Last updated date
-
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
-
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)
Envelope Status Types
Section titled “Envelope Status Types”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
Understanding the Audit Trail
Section titled “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
Section titled “Troubleshooting Common Issues”Possible causes:
- Recipients haven’t checked their email
- Email went to spam folder
- Recipients are having technical issues
- Email addresses are incorrect
Solutions:
- Contact recipients directly
- Ask them to check spam folder
- Verify email addresses
- Consider resending the envelope
Troubleshooting:
- Verify the secure link is working
- Check if the link has expired
- Ensure recipient has internet access
- Try sending a new invitation
Solutions:
- Refresh the page
- Try a different browser
- Check your internet connection
- Contact support if issues persist
Solution:
- Currently, you cannot add recipients after sending
- You’ll need to create a new envelope with all recipients
- Consider using templates for recurring documents
Next Steps
Section titled “Next Steps”After completing the signature process:
- Download and Archive - Save completed documents
- Review Audit Trail - Verify all signatures
- Update Records - File documents appropriately
- Follow Up - Complete any remaining tasks
Support and Help
Section titled “Support and Help”If you encounter issues:
- Check the troubleshooting section above
- Contact our support team through the application
- Visit subnoto.com for more information
- Review the complete documentation
Congratulations! You’ve successfully completed the document signature workflow. Your documents are now securely signed and ready for use.