Filter based on status
Go to Team View, then Documents.
Select the document you want to review.
Select the Status filter.
Filter for:
In progress – The document has been assigned, but not everyone has completed it.
Completed – All required recipients have finished signing. At this point, the system automatically notifies signers.
Cancelled – The task was cancelled by an admin or manager, either for all recipients or for a specific person.
Track recipient details
Expand an assignment to view:
The recipient’s name and role.
Their status (e.g., 0 of 1 signatures collected).
If they’ve completed the task, you’ll also see the date and who signed it.
If the task was cancelled, you’ll see who cancelled it and when, which helps keep an audit trail.
Download, edit, or delete documents
Your documents will also appear in the Onboarding Documents list. From there, you can download, edit, or delete them.