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Status tracking

Permissio tracks progress at two levels: the envelope as a whole, and each individual signer.

Envelope-level status

The envelope status reflects the most restrictive outstanding state across all signers.

StatusWhen it applies
DraftNot yet sent
SentAt least one signer has not yet completed
CompletedEvery signer has signed and submitted
VoidedCancelled by you
DeclinedAt least one signer clicked Decline

Signer-level status

Open the envelope detail view to see per-signer progress. Each signer row shows one of:

StatusMeaning
WaitingNot yet eligible to sign (earlier signers in a sequential order have not finished)
NotifiedEmail has been sent; signer has not yet opened the link
ViewedSigner has opened the signing link at least once
CompletedSigner has filled all required fields and submitted
DeclinedSigner chose to decline rather than sign

Timestamps

Clicking a signer row in the detail view expands a timeline showing the exact timestamp for each status transition — when the email was sent, when the link was first opened, and when signing completed.

Stuck signers

If a signer's status has been Notified for more than a day with no activity, the most common causes are:

  • The email landed in spam — ask them to check
  • The link expired (links expire after 30 days) — resend the notification to issue a fresh link
  • The email address was wrong — void the envelope and resend to the correct address

Use the Resend notification button in the signer row to issue a new email. See Void and resend for both options.