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:
- Then, filter documents by "Out for Signature."
- 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).