People & everyday HR
Understand document and signature states
Distinguish a prepared document from a completed signing process.
For admins, managers, employees
Before you start
Access to a document and permission to request a signature are separate responsibilities.
What to do
- Review the document, its intended recipient, and any required fields.
- Check that the relevant signing provider is supported, configured, and authorized.
- Follow the document's available workflow and review the resulting status.
- Use the completed document or audit record only when that outcome is actually available.
If something is not right
A request, provider receipt, signature, and downloaded signed file are different outcomes. Report the exact state rather than treating them as interchangeable.
Available controls can vary with your role, plan, workspace configuration, and connected providers. These guides do not change your company's policies.