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Document List schedule 4 min read

Managing Your Document List

Efficiently organize and track all your document in one place. The document management dashboard provides powerful tools to search, filter, and take action on your agreements.

Understanding the Document List

The document list is your central hub for tracking the status of all sent, received, and completed documents. Each row represents a document and displays key information at a glance.

Document List View

Figure 1: The document list view with search and filter controls.

Using Search and Filters

When managing a large volume of agreements, finding specific documents quickly is essential. The top bar of the document list provides robust filtering capabilities:

  • Search Bar: Type keywords from the document name to instantly filter the list.
  • Status Filter: Toggle between 'Pending', 'Completed', 'Partially Signed', or 'Declined' to see documents in specific stages.
  • Date Range: Narrow down results by the date they were last modified or sent.
  • Sender Filter: Quickly switch between viewing documents you sent versus those sent by others.
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Quick Access

Clicking on the column headers (e.g., "Last Modified") will sort the list in ascending or descending order, helping you find the most recent activity first.

Performing Actions on Documents

The "Actions" column provides direct access to common tasks for each document. Depending on the document's status, you might see options to:

  • View Details: Open the document details to review its contents and audit trail.
  • Open: It will open a draft document for editing.