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Document statuses

A document can have one status at a time of the pre-defined statuses:

StatusPurpose
draftAn internal draft that is not yet ready to be shared
sentThe document has been sent to the client(s)
acceptedThe document is fully accepted
deniedThe document was denied
expiredThe document had an expiration date that was passed
voidedThe document was voided

The status can always be set manually by the owner but there are some automatic status transitions:

  1. If any client declines a document, that status is automatically changed to denied
  2. If all clients signs a document, the status is automatically changed to accepted
  3. If a document has property data.expiresAt, change document status to expired automatically when the data.expiresAt is passed.

The most normal life cycle of a document is as follows:

  1. 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 to sent.
  2. The client views the document, and after some time decides to sign the document. The document status is automatically updated to accepted.