The status tab provides the status of all transactions created in the system. By default, the search filter bar will be in the basic/compact state but you can click on the "Advanced" button to expand the search filter bar to the more advanced view. This view provides greater detail and more features than the basic view (shown in the images below).
Basic Search Filter Bar
Advanced Search Filter Bar
Search Field Definitions
Search For
When Transactions are created, the system can track different items in the Transaction so you can filter your reports on this data.
Everything
[Default] This will not filter the results based on any items in the Transaction.
Transactions
This will filter the results for Transactions.
Documents
This will filter the results for Documents.
Participants
This will filter the results for Participants.
Tasks
This will filter the results for Tasks.
Search Text
Enter any text here that might be related to your transaction. You can search for words/phrases that might be in your Transaction's description or meta data, your Document's title or meta data, your Participant's name or email address, as well as any IDs related to the transaction.
Status
Below are the list of statuses you are able to filter on. The numbers next to those statuses are the status IDs that might be utilized in any API integrations you might have as well.
Any Status
[Default] This will not filter the results based on status of the Transaction.
Pending (2):
This will filter the results with Transactions that are not completed, cancelled, closed, expired, or voided.
Completed (4):
This will filter the results with Transactions that are fully completed where all documents, participants, and tasks are signed, approved, and/or delivered.
Cancelled (8):
This will filter the results with Transactions that have been explicitly cancelled by a Participant during their signing/approval process.
Closed (7):
This will filter the results with Transactions that have been explicitly closed by either a permissions user in the status reports by click the red close button or via the API's CloseTransactions() method call.
Expired (9):
This will filter the results with Transactions that have expired by extending past the set expiration date for the Transaction. Any signed Documents or Tasks in an expired Transaction will also be considered non-valid and depending on configuration settings for the server, could also be purged from the system.
Voided (10)
This will filter the results with Transactions that have been voided. Voided Transactions were once "completed" Transactions that are no longer valid (possibly because they were replaced by another subsequent Transaction). To void a Transaction, you must click on the Void Transaction button in the status reports results.
Transaction Creator
When Transactions are created, the system can track who "launched" the Transaction so you can filter your reports on this data.
My Transactions:
This will filter the results with Transactions that were launched by you (or created via an API CreateTransactions() call that has your User ID assigned to it).
Group Transactions:
This will NOT filter the results with Transactions that were only launched by you but will, instead, include all Transactions regardless of who launched/created them.
Date Range
This will filter the results with Transactions that were created/closed (depending on the Date Type setting below) inside the range you define. There are several shortcut date ranges to choose from, as well. (i.e. Today, Yesterday, Last Month, Last Quarter, This Year, etc.
Date Type
This will determine if the Date Range setting will filter based on the date the Transaction was created (available for all Transactions) or the date the Transaction was closed (only available for non-pending Transactions).
Search Location
This will include Transactions based on the selections identified below.
This Group:
This will include results with Transactions that were created in side the currently selected Group.
This Group + Sub Groups:
This will include results with Transactions that were created in side the currently selected Group plus any Sub Groups related to this Group if the Group you are in is a top-level Primary Group. If you are currently in a Sub Group, this setting will behave the same as the "This Group" value.
All Groups:
This will include results with Transactions that were created in any/all Groups to which you have permissions.
Test Transactions
Include Tests:
This will include Transactions marked both as "live" and "test" Transactions. If you are on a non-production server, all Transactions will be flagged with a TEST DOCUMENT stamp but may still be marked as "live" in the status reports section depending on how they were created.
Exclude Tests:
This will NOT include "test" Transactions and will only include "live" transactions.
Reset Filters
Clicking this button will return all fields and selections back to the original default state removing any custom filters you may have added.
Export Options
Zip Completed Documents:
This export will download a zip file filled with all the Documents from any "completed" Transactions currently in your status report results grid.
CSV (Transactions):
This export will download a CSV file populated with all the Transaction details from any Transactions currently in your status report results grid regardless of status.
CSV (Participants):
This export will download a CSV file populated with all the Participant (and their Transaction) details from any Transactions currently in your status report results grid regardless of status.
CSV (Documents):
This export will download a CSV file populated with all the Document (and their Transaction) details from any Transactions currently in your status report results grid regardless of status.
CSV (Tasks):
This export will download a CSV file populated with all the Task (and their Participant, Document, and Transaction) details from any Transactions currently in your status report results grid regardless of status.
Watch the tutorial below on how to search for Statuses.
