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How Do I Know If the Client Has Viewed the Document Yet?

To check the status of a document, click "Documents" in the Navigation Bar:

  1. Then, filter documents by "Out for Signature."
  2. Click the small dropdown arrow on the left side of the document that you want to know the status of.

The status will show:

  • "Awaiting" – The client has not viewed the document yet.
  • "Viewed" – The client has opened the document but has not signed it yet.
  • "Complete" – The client has signed the document (you can now download it).