Guides
Document management
Find completed documents
Before you start
- A signer, document, or date you remember.
The workflow
- Go to Sent documents.
- Filter to completed.
- Search if needed.
- Open the document.
Step 1: Go to your documents
Open Sent documents.
Step 2: Filter to completed
Filter by the Completed status to drop everything still in flight.
Step 3: Search if needed
Search by title, signer name, or email using Search & filter.
Step 4: Open the document
Open the document details page to view it, download the signed PDF, or pull the certificate.
What happens next?
Completed documents are sealed and ready as evidence. Download and store them, see Download completed documents.