Track a document and chase a signature

The list. Kontrakt shows Med, Status, Signerat and Aktivitet for each document. Signerat 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: Alla, Behöver uppföljning, Utkast, Väntar på signering, Signerade and Löpande avtal. Väntar på signering covers everything out for signature, whether or not it has been opened or part-signed. You can also Sök bland dokument …, limit the list to documents sent in a period, and turn on Visa arkiverade under Alternativ. Exportera avtal downloads every document matching your filters, not just the page on screen.

What each status means:

• Utkast — not sent; nobody has seen it.
• Väntar på signatur — sent, not yet opened.
• Visad — they opened it. This is the useful one: viewed-and-not-signed for three days is a conversation, not a reminder.
• Delvis signerad — some have signed.
• Slutförd — everyone has.
• Avböjd, Annullerad, Utgången — closed, for three different reasons.

The timeline on each document records Skickat för signering, Öppnat, Visat, Signerat, Påminnelse skickad, Nedladdat and Slutfört, with who and when. Utskick, öppningar och signaturer visas här när dokumentet har gått ut.

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

Reminding. Påminn — Påminnelse skickad till undertecknare som saknas Only people who have not signed are contacted, so nobody who has already done their part is nagged. If you set Automatiska påminnelser when sending, this happens without you.

Cancelling. Annullering avbryter alla utestående signaturer. Undertecknarna meddelas och dokumentet kan inte längre signeras. Detta kan inte ångras. Motivering (valfritt) — visas för undertecknarna — 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 är pausad tills de svarar, så du aldrig signerar en ordalydelse du har invänt 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 Deltagare each person is listed by side with how far they got: Inte öppnat ännu, opened but not signed, or signed with the time. Dokumenthändelser lists what has happened, newest first, and Detaljer shows the number, responsible person and key dates.

At the bottom, Förhandsgranska shows the document itself without leaving the list, Skicka påminnelse contacts only the people who have not signed, and Öppna dokument (or Fortsätt utkast for a draft, Granska godkännande 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. Löpande avtal puts the earliest notice deadline first, falling back to the end date when there is no notice period, and shows the Period 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.