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Manage Envelopes
Understand Envelope statuses

Manage Envelopes · Sender

Understand Envelope statuses

Use the Dashboard status to identify who must act next and whether the Envelope can still be signed.

Applies to

Role Sender
Plans Free, Basic Monthly, Basic Yearly
Platform Web

Outcome

You can interpret the current status and choose the next supported action.

Before you start

Sign in to the Sender account.
Open the Dashboard.
Find the Envelope by its title and review the Recipient progress shown with it.

Steps

Locate the Envelope on the Dashboard.
Read its status and compare it with the table below.
Review the individual Recipient progress when the Envelope is waiting for Recipients.
Take the next supported action listed for the status.

Envelope statuses and next actions
Status	Meaning	Next action
Draft	The Envelope was created, but the Sender step is not complete.	Review the PDF, Recipients, and fields, then complete the Sender step.
Waiting for sender	The Sender must complete their assigned fields and signature.	Open the Envelope and sign as the Sender.
Waiting for recipients	The Sender step is complete and one or more Recipients have not signed.	Check delivery and Recipient progress. Resend when the action is available.
Completed	All Recipients signed and completion processing succeeded.	Save the completed PDF and audit certificate from the completion email.
Expired	The Envelope reached 72 hours after creation and can no longer be signed.	Create a new Envelope.

Conceptual dashboard showing Envelope statuses and each Recipient's signing progress. — Conceptual mockup — final interface will change. Staging use only: track the Envelope status and each Recipient’s progress.

What happens next

The status changes as the Sender and Recipients complete their steps. After successful completion, all parties receive the completed PDF and audit certificate by email.

Warnings and limitations

The current UI may display Awaiting your signature for the Sender step.
An Envelope expires 72 hours after it is created in any status.
Completing an Envelope does not restart the 72-hour clock.
Each uploaded file becomes eligible for automatic deletion when its provider-recorded object age reaches 3 days. Processing is asynchronous.
Deleted is an internal lifecycle status, not a normal Dashboard action to follow in this workflow.

Troubleshooting

If the Envelope is Expired, create a new Envelope rather than resending the old link.
If all Recipients appear signed but the Envelope is not Completed, use the available completion retry action on the Dashboard.
If the Envelope is Completed but an email is missing, review Resend an invitation or completed documents.

Related articles

Sign as the Sender and send invitations
Resend an invitation or completed documents
Free and Basic plan limits

Last reviewed: July 22, 2026

Product version: dev snapshot — July 22, 2026

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