Document Tracking
Know where every document stands.
Follow document progress, see which workflows still need attention, and keep important signing activity visible from send to completion.
Less status chasing
Stop relying on email threads to understand progress.
Keep document status and signing activity visible so teams can understand what has been sent, what still needs action, and what has been completed.
- See the current document stage
- Keep recipient activity in context
- Recognize outstanding work
- Confirm completed workflows
What you can track
Keep important workflow activity visible.
The product uses its own current status terminology; this page describes the verified tracking concepts without inventing exact labels.
Document status
See the current stage of a document workflow.
Recipient status
Understand where recipient action is still needed.
Signing progress
Follow required signing actions toward completion.
Sent activity
Keep outbound workflow activity connected to the document.
Completed activity
Recognize when required work is finished.
Reminders and approvals
Keep follow-up and review activity in workflow context.
Document dashboard
See important document activity in one place.
Review the document and recipient activity together to decide where to focus your follow-up. Distinguish work that is waiting on someone from work that is ready to close out.
Tracking workflow
Follow the agreement from send to completion.
Keep each update connected to the document and people involved.
- 1
Send
Begin from a reviewed document and recipient setup.
- 2
Follow recipient activity
See how the workflow is progressing across one or more recipients.
- 3
Identify what is waiting
Understand where action is still required.
- 4
Use reminders
Prompt outstanding action when appropriate.
- 5
Confirm completion
Recognize when required work is finished.
- 6
Keep the record
Retain the completed document with its workflow context.
Follow recipient progress
Understand where action is still needed.
Track recipient progress across workflows involving one or multiple people so you can identify where documents are waiting. Use that context to direct follow-up to the outstanding action instead of asking everyone for an update.
- One or multiple recipients
- Ordered signing when required
- Outstanding recipient action
- Completed recipient action
Reminders & notifications
Keep the workflow moving.
Use reminders and notifications to reduce manual follow-up when documents are still awaiting action.
Completion
Keep completed activity connected to the document.
When the workflow is complete, keep the finished document and its related activity organized for future reference.
- Completed document
- Related workflow activity
- Recipient context
- Future reference
Audit trails
Go deeper than status.
Audit trails provide a more detailed record of signing activity when teams need to understand what happened throughout a document workflow.
Related eSignbold features
Continue the document workflow.
Explore the capabilities and product information most closely connected to this page.
eSignature
See the full electronic-signature workflow.
View esignatureWorkflow automation
Create repeatable paths and follow-up.
View workflow automationAudit trails
Review documented signing activity.
View audit trailsDocument management
Organize active and completed documents.
View document managementDocument Tracking FAQ
Questions about this workflow.
Verified answers for evaluating this eSignbold capability.
Ready when you are
Keep document progress visible.
See what has moved forward, what still needs attention, and what is complete.