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Following up the progress

Tags:agreementsoverviewopvolgenoverzichtsigningprogressvoortgangtekenenfollow upagreement statusstatus

General information

Unless you defined a Campaign, you don't always know what happens with your pending invitations. There are a couple of ways in which you can see how far your customer got in the signing flow.

  • In the overview of your pending documents, you can see the progress for all of your pending clients:
  • When you click on a certain mandate, you can see a more detailed view of the progress for this invitation under Last Action:

We call this the progress toolbar. The possible states in this toolbar will be explained below step by step.