Read recipient visits, routing stages and delivery history, and recover from changes or processing failures.
Use the document sidebar to see who is waiting, who has responded and whether completed-copy delivery needs attention.
You need permission to read the document. Sending reminders, recalling, voiding or retrying also requires the corresponding document permissions.
A person waiting for their turn is in a future routing stage. The active stage must finish before their invitation is sent.
A visit is a PDF visibly displayed in a foreground tab for at least one second. Sender previews are excluded. Link access is recorded separately, including known automated checks. A visit records use of a recipient link, not proof of who read it or why they have not responded.
Completed-copy visits and download requests are separate from signing visits. A download request does not prove that the file was saved. Earlier access records cannot establish PDF display. Times in the sidebar use your browser's time zone; completion-record times use UTC.
What needs you collects your review/signing requests, requested changes and recoverable failures. It may suggest reviewing a follow-up for an active recipient whose invitation has waited for the configured reminder interval. That suggestion does not send an email by itself.
Insights shows counts from accessible documents and can explain supported patterns with AI. Viewing alone cannot establish a recipient's intent or explain a delay.
Fresh approvals and signatures are required. Previous versions remain available internally; their old links cannot act on the new version. For an active workflow you need to stop, use Recall and read the confirmation first.
Void records a later event and preserves an already completed PDF. It does not rewrite that file. Read the confirmation before continuing.
Review the completed file and its integrity record, or adjust routing and reminder defaults.