Want to know the signing progress of all your documents? Want to keep your document workflow well organized with ease? Simply click the button Documents, and you get to view various details of your documents such as their names, latest updates, status, recipient info, and many others. By clicking different tabs on the top bar, you get to see how many documents are waiting to be signed by you or others, and how many have been completed.

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Recipient

Different colors and icons indicate different activities of recipients on your document. Hovering your mouse on their icons, you get to see which stage they are at: being mailed to, viewed, or signed the document.

Grey: The activity has been completed.

Color: The activity is waiting to be completed.

Red exclamation mark: The user has been denied access to the document.

Status

There are 7 types of document status in total: draft, voided, expired, completed, declined, in progress, deleted. For unfinished documents, you even get to see how many recipients of all have signed.

More Actions

You can also perform other various activities on a single document.

Edit

You can revise the signing fields, signing order, recipients, etc by clicking Edit in the action menu roll-down.

Create a Copy

With this feature, you can create an unlimited number of document copies.

Download

Download a document copy in the way it is now onto your local device by clicking Download at the action menu.

Save as Template

With a single click on this tab, you can save the document along with its signing groups and signing fields as a template for repeated use in the future.

Audit Trail and History

You can check the timestamp, fingerprint, IP address of the signed document. The audit trail can serve as strong legal evidence for signing activities conducted on the document.

Change Expiry Date

By utilizing this feature, you can extend the time when the document expires for signing, allowing for more flexibility for your recipients. And you don’t need to resend the document again.

Send Reminder

CocoSign will help you send automated reminders to recipients who haven’t signed the document yet.

Void

You can void a sent document when it is no longer needed for signing. Fill in your reason and hit the button Void. The document would be recalled in a second. If you wish to reuse it, click Create a Copy and then you can initiate the signing process again.

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Delete

In case you no longer need a document, click Delete and the document will be erased from the Document section. After 30 days, it would be permanently deleted.

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