How do I manually change or mark the document as completed?

Learn more about how to manually complete your projects and documents that are not signed within Precisely

In some cases, a digital signature is not required in order to complete the document. For example, some of the internal workflows can include only approvals. In very rare cases, it can still happen that the hand-signature is required, despite the recognition and validity of e-signatures in the EU.

Since these documents are not signed within Precisely, they cannot have a completed status per automation. However, you can easily change the document status to complete.

The manual status change can easily be done both in the project overview in the Draft & Sign, as well as in the document in the Archive.

 

Screenshot 2022-03-08 at 11.14.08

Note: You cannot mark the document as complete if it’s awaiting approval, signature, or if it’s already signed.

P.S: For the external document directly imported into the Archive, you can change the status from imported to signed.

However, the signing status column in the Archive list will still remain unchanged. We will make sure to update you once we make improvements!