Filtering document reports by status (pending, completed, voided)

1. Access the Reports section:
   • From the dashboard, click on Reports > choose Documents Report in the left-hand menu > then click on Advanced Filters.
     
     
2. Choose a status filter:
   • Use the filters to refine documents by status:
     
     • Waiting on others: Documents awaiting action from participants.
     • Completed: Fully signed and finalized documents.
     • Voided: Documents canceled by the sender.
     • Waiting on your action: The document needs to be signed or approved by you to be completed.
     • Draft: The document has been created but not yet sent to participants.
     • Expired: The document’s expiration date has passed without being signed or completed.
       
       

1. • You can further refine reports by:
     • Date range.
     • Participant names.
     • Document type.
       
       
2. Review the filtered results:
   • The dashboard will display only the documents that match your selected criteria.

Tip: Filtering helps you focus on specific workflows or identify bottlenecks in document completion.