View documents in Zoho Sign

Documents - List View

This section displays a list of all the documents you have sent or received on your Zoho Sign account.

The list view shows the name, document owner, recipients, date of creation, folder name and signature status for each document. Each document has an action button that allows you to perform further actions on it directly from the list view.



The document section is further divided into two sections: Sent and Received. These sections contain subsections that filter the documents based on the signature completion stage.

Sent documents

This section contains a list of all the documents you've sent out for signatures.

To view the list of sent documents, hover over Documents on the left navigation panel and click All to view all sent documents, or select the document category using the dropdown menu.

By default, the list view of sent documents shows documents that are:
  1. Scheduled
  2. In progress 
  3. Expired 
  4. Draft 
  5. Completed 
  6. Declined
  7. Bulk send





On the list view page of each category, using the actions button, you can perform the following actions for each document based on their stage in the signing process:
  1. Edit
  2. View document
  3. Correct document 
  4. Extend 
  5. Send reminder 
  6. Recall
  7. Upload signed document
  8. Download 
  9. Email document
  10. Save to cloud
  11. Save as template
  12. Edit as new 
  13. Change ownership
  14. View activity history
  15. Print 
  16. Download completion certificate 
  17. Delete



Received documents

This section lists all the documents that you have received from others, either for your signature, view-only signed copy, or hosting an in-person signing session.

 To view the list of received documents, go to Documents on the left of your dashboard and click All to view all received documents or select Need your signature to start signing the documents.

By default, the list view of received documents shows documents that are: 
  1. In progress
  2. Expired
  3. Completed
  4. Declined
  5. Recalled


Using the actions button, you can perform the following actions depending on the document's status: 
  1. Download
  2. Email
  3. Delete
  4. Print