Skip to main content
Contract status

How to tell if your contract is a draft, sent, viewed, fully signed or missing signers. Also how to change the status and re-send

Olivier Mills avatar
Written by Olivier Mills
Updated over 2 years ago

You can view the status of your contracts in the “contracts” section of the left toolbar. There are several status tag options.

Draft - Your contract has been applied to a client, but has not been sent

Sent - The contract has been sent to all signers

Viewed - The contracted has been viewed by signers

Active - The contract is fully signed by all signers

In the contract view for Sent or Viewed and signer need a reminder email, click the three dots on the far right. Here you can re-send (an email will go out to any signer who has not signed. Those who have already signed will not be contacted), change the status or edit draft contracts

These contract status tags are also viewable in the client profile under “paperwork” beside all contracts applied to that person.

Did this answer your question?