Status Filtering

1. Navigate to the top tool bar and click the All fieldname to activate the dropdown menu.

2. To filter the forms, select the form status fieldname of choice.

   

Status codes

status colour tabs

Under the Status column, all form under the selected status field will be displayed.

🟥 Signing → The form signing process is in progress.

🟩 Signed → All form signees have completed the signing process.

🟦 Final → The form signing process has been finalised.

Signing status

🟡 ⚡️ utility requests - sent → Icon will appear if a Utility Connection has been sent.

🟡 ✉️ Shares → This interactive icon will be displayed if the form has been shared with a third party.

1. Click on the icon to display a popup window, showing who the form was sent to.
2. In the popup window, click the New Share button and follow the prompts to send the form with another recipient.

sharing forms

To share a form within the popup window, follow the following instructions here

🟠 ✏️ Signee - to sign → Hover over this this icon to see who is yet to sign the form.

• Click the icon to view the status sidebar within the form.
• From here, you can then resend or void the Signing Request

signing edit and resend options

• Forms Live Sign - follow the process here
• DocuSign - follow the process here

🔴 📎 Files → An interactive icon will be displayed if files have been attached to the fom.

1. Hover over this this icon to show how many files are attached.
2. Click the icon to view the exact files and/or to upload another file.

info

To learn about how to attach files to forms, follow the process outlined here

Signed status

🟢 ✔️ Signee - signed → Hover over this icon to see who has signed the form.

• Click the icon to view the status sidebar within the form.

Finalised status

• All progress icons will be removed once a form has reached the Final stage.
• Only Shares and Files icons will visible against a finalised form if relevant.