The SisuSign Status Board provides a centralized view of all sent e-sign documents across your transactions. It allows you to easily monitor the status of each document, track signer progress, view completion dates, and manage outstanding requests all in one convenient location.
Topics in this article:
Filtering Options
You can filter the SisuSign Status Board by status, user, and/or date. These filtering options are located at the top of the page for easy access.
Status: Select to view requests in one or more of the specified statuses -
Sent: The document has been sent to all Signers.
Viewed: All Signers have viewed the document.
Partially Signed: Some Signers have signed the document.
Completed: All Signers have signed and completed the document.
Failed: The document failed to send.
User: Select a user to filter the report to show only the e-sign requests sent by that specific user.
Date: Choose to filter the report by either Created Date or Completed Date, and specify a single date or a date range.
Understanding The Summary Tiles
Located at the top of the page, the summary tiles provide a quick overview of the number of e-sign documents in each of the following statuses:
Sent: Documents that have been sent to all Signers.
Partially Signed: Documents signed by some, but not all, Signers.
Completed: Documents that have been fully signed by all Signers.
Total: The overall number of sent e-sign documents.
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Overview Of Table Columns
This section displays each individually sent e-sign document along with key details:
Template: The name of the document sent to Signers.
Transaction: The associated transaction the document was sent from. Clickable for quick access to all transaction details.
Created By: The user who sent the document.
Created: The date the document was sent.
Completed: The date all signers completed the document.
Status: Automatically updates based on Signer activity. Status types include:
Sent: The document has been sent to all Signers.
Viewed: All Signers have viewed the document.
Partially Signed: Some Signers have signed the document.
Completed: All Signers have signed and completed the document.
Failed: The document failed to send.
To cancel the request click the X button found to the far right of the document.