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Document statuses
A document can have one status at a time of the pre-defined statuses:
Status | Purpose |
---|---|
draft | An internal draft that is not yet ready to be shared |
sent | The document has been sent to the client(s) |
accepted | The document is fully accepted |
denied | The document was denied |
expired | The document had an expiration date that was passed |
voided | The document was voided |
The status can always be set manually by the owner but there are some automatic status transitions:
- If any client declines a document, that status is automatically changed to
denied
- If all clients signs a document, the status is automatically changed to
accepted
- If a document has property
data.expiresAt
, change document status toexpired
automatically when thedata.expiresAt
is passed.
The most normal life cycle of a document is as follows:
- The user creates a new document from a saved template, and when the user clicks “Save & send” a document is saved with status
draft
. Directly after that the document was sent by email to the client, and the status is automatically updated tosent
. - The client views the document, and after some time decides to sign the document. The document status is automatically updated to
accepted
.