Tracking Sign-off Status

Keep track of sign-off progress on your documents and documents you've been asked to review.

Document Sign-off Panel

Each document shows sign-off status in a dedicated panel:

Summary View

Sign-offs: 2/4 approved

This shows:

• Number of acceptances
• Total sign-offs requested

Detailed View

Sign-off Indicators

Status Colors

Document List View

In the documents list, you can see:

• Sign-off count (e.g., "2/3")
• Color indicator for status
• Quick view of progress

Finding Documents Needing Attention

Documents You Created

1. Go to Dashboard > Documents
2. Filter by your documents
3. Look for incomplete sign-offs

Documents Awaiting Your Sign-off

1. Check Notifications for sign-off requests
2. Or filter documents by sign-off status
3. Look for documents where your sign-off is pending

Understanding Progress

All Accepted

Sign-offs: 3/3 ✅
├── ✅ Alice (Accepted)
├── ✅ Bob (Accepted)
└── ✅ Carol (Accepted)

Status: Ready to be marked as Accepted!

Some Rejected

Sign-offs: 1/3
├── ✅ Alice (Accepted)
├── ❌ Bob (Rejected)
└── 🕐 Carol (Pending)

Status: Address Bob's feedback, make changes, republish.

All Pending

Sign-offs: 0/3
├── 🕐 Alice (Pending)
├── 🕐 Bob (Pending)
└── 🕐 Carol (Pending)

Status: Waiting for reviewers.

Sign-off Timeline

View the history of sign-off activity:

1. Open the document
2. Go to the Activity or History tab
3. See sign-off events with timestamps

Timeline shows:

• When sign-offs were requested
• When each person responded
• Comments with responses
• Republish events (which reset rejections)

Notifications

You'll Be Notified When:

• Someone requests your sign-off
• Someone responds to a sign-off on your document
• A document you signed off on is republished

Notification Types

• In-app: Badge and notification list
• Email: If email notifications enabled

Dashboard Overview

Your dashboard may show:

• Documents pending your sign-off
• Recent sign-off activity
• Summary of document approval status

Taking Action

If You're Waiting for Sign-offs

Check Progress:

• View current status
• See who hasn't responded

Follow Up:

• If urgent, remind reviewers
• Be patient for non-urgent requests

After Rejections:

1. Read the rejection comments
2. Make requested changes
3. Save and republish
4. Rejections reset to Pending
5. Notify reviewers if needed

If Documents Need Your Sign-off

Review Promptly:

• Check pending requests regularly
• Prioritize based on urgency

Respond:

• Accept or reject with comments
• Don't leave requests hanging

Completing the Workflow

When All Sign-offs Are Accepted

1. All reviewers have approved
2. You can mark the document as Accepted
3. This signals completion
4. Document moves to Accepted category

Document Categories

Tips for Efficient Tracking

Set Aside Review Time

• Dedicate time to handle sign-off requests
• Don't let them pile up

Use Notifications

• Enable notifications to stay informed
• Check regularly

Communicate

• If you'll be unavailable, let requesters know
• If urgent, follow up with reviewers

Track in Team Meetings

• Review document status in standups
• Identify blockers early