When you log in, Conga Sign displays a dashboard detailing all the transactions with their statuses. This topic describes the following elements of this dashboard:
In Progress: The transaction has been sent for signatures, but it is not yet completed.
Completed: The transaction has been signed by all recipients.
Declined: The transaction has at least one recipient who has declined to sign the document.
Expired: The transaction has expired.
Archived: The transaction has been archived.
Trashed: The transaction has been trashed.
Recipient
Displays a transaction's recipients. If a transaction has imposed a signing order, its recipients are listed in that order.
transaction Name
Displays a transaction's name. Clicking the transaction name, opens the transaction detail page.
Last Updated
Displays the date when a transaction was last updated.
Expires On
Displays the date when a transaction will expire.
Transaction Folders
Each of your transactions is automatically placed in one of the following folders:
Folder Name
Description
Inbox
Contains transactions that you have created and sent, as well as transactions created by others that you have signed.
Sent
Contains transactions sent out by you that are in any status.
Drafts
Contains all your draft transactions.
Trashed
Contains all your trashed transactions.
Action Required
Contains in-progress transactions that require your signature.
My Open transactions
Contains in-progress transactions that you have sent.
Expiring Soon
Contains all your in-progress transactions that will expire within seven days.
Expired
Contains all your expired transactions.
Declined
Contains all your declined transactions.
Completed
Contains all your completed transactions.
Transaction Actions
When you click the transaction name, it opens the transaction detail page. The transaction detail page displays the transaction name, status, associated documents, recipient who have been added, and transaction details. The transaction's owner can take the following actions on the transaction, depending on its status:
transaction Status
Actions
In Progress
Sign: Access the signing experience page and complete signing. This action appears when you are added as a singer to the transaction.
Remind: Send a reminder to the recipients who have not yet signed.
Edit: Open the transaction in draft mode and make changes.
Trash: Move the transaction to the trashed folder.
Download: Download the evidence summary, documents, or both.
Completed
Summary: Download the evidence summary.
Archive: Move the transaction to the archive folder.
Trash: Move the transaction to the trashed folder.
Download: Download the evidence summary, documents, or both.
Archived
Trash: Move the transaction to the trashed folder.
Restore: Restore the transaction to the completed status.
Trashed
Permanently Delete: Delete the transaction from the Trashed folder permanently.
Restore: Restore the transaction to the completed status.
When you click a transaction name that is in the Draft, Declined, or Expired status, the transaction edit page opens. You can make changes to the transaction and send it for signing.
The recipient can take the following actions on the transaction depending on its status:
Transaction Status
Actions
In Progress
Sign: Access the signing experience page and complete signing.
