Track a document and chase a signature
The list. Kontrakter shows Med, Status, Signert and Aktivitet for each document. Signert 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, Trenger oppfølging, Utkast, Venter på signering, Signert and Løpende avtaler. Venter på signering covers everything out for signature, whether or not it has been opened or part-signed. You can also Søk i dokumenter …, limit the list to documents sent in a period, and turn on Vis arkiverte under Valg. Eksporter avtaler downloads every document matching your filters, not just the page on screen.
What each status means:
- Utkast — not sent; nobody has seen it.
- Venter på signatur — sent, not yet opened.
- Sett — they opened it. This is the useful one: viewed-and-not-signed for three days is a conversation, not a reminder.
- Delvis signert — some have signed.
- Fullført — everyone has.
- Avslått, Annullert, Utløpt — closed, for three different reasons.
The timeline on each document records Sendt til signering, Åpnet, Sett, Signert, Påminnelse sendt, Lastet ned and Fullført, with who and when. Sendinger, åpninger og signaturer vises her når dokumentet er sendt ut.
That record is why "we never received it" is answerable rather than arguable. Per signer you also get Sett {{when}} and Signert {{when}}.
Reminding. Påminn — Påminnelse sendt til signatarer som mangler Only people who have not signed are contacted, so nobody who has already done their part is nagged. If you set Automatiske påminnelser when sending, this happens without you.
Cancelling. Annullering kansellerer alle utestående signaturer. Signatarene varsles, og dokumentet kan ikke lenger signeres. Dette kan ikke angres. Begrunnelse (valgfritt) — vises for signatarene — 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 Signeringen er satt på pause til de svarer, så du aldri signerer en ordlyd du har innvendinger mot. 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 Deltakere each person is listed by side with how far they got: Ikke åpnet ennå, opened but not signed, or signed with the time. Dokumenthendelser 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 påminnelse contacts only the people who have not signed, and Åpne dokument (or Fortsett utkast for a draft, Vurder godkjenning 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. Løpende avtaler 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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