Track a document and chase a signature

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The list. Kontrakter shows Med, Status, Underskrevet and Aktivitet for each document. Underskrevet reads like 1/2: one of two people has signed. Click a column heading to sort by it, click again to reverse, and drag a column's edge to make it wider. The bar at the bottom says how many documents match and lets you page through them.

One row of filters sits above the list, each with its count: Alle, Kræver opfølgning, Kladder, Afventer underskrift, Underskrevet and Løbende aftaler. Afventer underskrift covers everything out for signature, whether or not it has been opened or part-signed. You can also Søg i dokumenter …, limit the list to documents sent in a period, and turn on Vis arkiverede under Valgmuligheder. Eksportér aftaler downloads every document matching your filters, not just the page on screen.

What each status means:

  • Kladde — not sent; nobody has seen it.
  • Afventer underskrift — sent, not yet opened.
  • Set — they opened it. This is the useful one: viewed-and-not-signed for three days is a conversation, not a reminder.
  • Delvist underskrevet — some have signed.
  • Fuldført — everyone has.
  • Afvist, Annulleret, Udløbet — closed, for three different reasons.

The timeline on each document records Sendt til underskrift, Åbnet, Set, Underskrevet, Påmindelse sendt, Hentet and Fuldført, with who and when. Afsendelser, åbninger og underskrifter vises her, når dokumentet er sendt ud.

That record is why "we never received it" is answerable rather than arguable. Per signer you also get Set {{when}} and Underskrevet {{when}}.

Reminding. Påmind — Påmindelse sendt til underskrivere, der mangler Only people who have not signed are contacted, so nobody who has already done their part is nagged. If you set Automatiske påmindelser when sending, this happens without you.

Cancelling. Annullering afbryder alle udestående underskrifter. Underskriverne får besked, og dokumentet kan ikke længere underskrives. Dette kan ikke fortrydes. Begrundelse (valgfrit) — vises for underskriverne — write one; a signer who sees a cancelled document with no explanation will ring you anyway.

A signer who asks for a change does not have to decline. They can request one, and Underskrift er sat på pause, indtil de svarer, så du aldrig underskriver en ordlyd, du har gjort indsigelse mod. You answer, and either they sign or you send a corrected version.

If somebody is stuck on the signing page, the causes are few and specific: The other side cannot sign or fill something in

The side panel. Click a document in the list to open its panel. A line at the top says where it stands: how long signing stays open, who declined, or when everyone signed. Under Deltagere each person is listed by side with how far they got: Ikke åbnet endnu, opened but not signed, or signed with the time. Dokumenthændelser lists what has happened, newest first, and Detaljer shows the number, responsible person and key dates.

At the bottom, Forhåndsvis shows the document itself without leaving the list, Send påmindelse contacts only the people who have not signed, and Åbn dokument (or Fortsæt kladde for a draft, Vurder godkendelse for one awaiting your approval) opens the full editor. The ⋮ menu has download, duplicate, archive and void. Returning from the editor keeps your filter and page. Ctrl-click or ⌘-click a row to open it in a new tab instead.

Contract deadlines. Løbende aftaler puts the earliest notice deadline first, falling back to the end date when there is no notice period, and shows the Periode column. The side panel shows each contract's start, end or renewal date, notice deadline, and responsible person. When no specific contract owner is assigned, the document creator is responsible. An elapsed notice deadline stays visible so you can review it instead of missing it.

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