Understanding the Overview Tab in Addo Sign
The Overview tab provides a centralized dashboard for monitoring all your document transactions. Whether a signing is Completed, Started or Failed, you can quickly check its status. Use multiple filters — such as date, recipient or status — to narrow down results or export data for reporting and auditing with a single click.
This tab is your go-to spot for staying in control of your digital signing workflow.
How to manage an ongoing transaction
To manage your transaction, select the relevant entry by clicking on it, as shown in the image above.
A pop-up window will appear on your screen, displaying detailed information about the transaction, including but not limited to:
signer status
contact details
signature and authentication method
You can switch between recipients to see who has opened or signed the documents in question.
Signing Details
As the sender, this view provides a clear summary of your transaction details. You can verify when the transaction was created, see its expiration date, and confirm which template was used.
It also allows you to add a signing note, check your credit usage and access essential identifiers like the Signing ID and token.
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Common inquieries
We have compiled a list of some of the most frequent issues you might experience while managing your transactions, along with helpful solutions to get you back on track quickly.
Cannot update recipient in state: Failed
This error occurs when attempting to update contact information on a failed transaction without first reactivating it. Please ensure you reactivate the transaction before making any changes to the recipient details.
For more information, we recommend this article: Reactivate a transaction
Why Has the Signer Not Received the Message?
If a signer reports not receiving the message, there are several common causes —most of which can be quickly identified by reviewing the transaction log.
The log offers detailed insight into the message delivery status, including timestamps and any recorded errors. Checking the log is often the quickest way to diagnose and resolve the issue.
For more information, we recommend this article: Transaction log
In the case below, the error occurred because the sender entered an invalid email address, which prevented the transaction from being completed:
