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How to Navigate the Overview Tab in Addo Sign

The Overview tab in Addo Sign gives you a clear view of all your documents and helps you manage ongoing transactions.

Updated over 2 weeks ago

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.


What Information Can You View and Filter?

You can customize your overview by sorting or filtering using these standard fields:

  • Status – View which transactions are pending, completed, failed, or in progress

  • Recipient – Search by recipient email or name (one recipient at a time)

  • Send Date – Sort by the date a transaction was sent

  • Updated – See the last time any action occurred in a transaction

  • Credits – Track how many credits were used; credits are deducted step by step during a transaction

  • Transaction ID – Unique ID assigned per signer, useful for support cases

Tip: If you can’t find a transaction, it’s often due to the date range being too narrow. Extend the filter to include older entries.

Customize Your Overview

To adjust what columns you see in the overview:

  1. Click the gear icon in the bottom-right corner

  2. Select or deselect the columns you wish to include

Exporting Data from the Overview

You can export your filtered data as a CSV file:

  1. Adjust the date range as needed

  2. Click Download CSV to export your data for internal tracking, credit usage reports, or audits


How to Manage an Ongoing Transaction

To manage a transaction, click on it from the overview list. A pop-up window will appear with detailed information, 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 document. Each signer will appear in a separate box at the top of the pop-up, with the active signer highlighted.


Signing Details

As the sender, this view provides a clear summary of your transaction details. You can:

  • See when the transaction was created

  • Check its expiration date

  • View which template was used

  • Confirm the signature method

  • Review sender and recipient contact details

  • View credit usage

  • Access identifiers like Signing ID and token

You can also add signing notes or resend documents if needed.

Managing Documents

Under the Documents tab, you can:

  • Click a file to download it individually

  • Resend all documents to signers

  • Download all documents as a ZIP file

Signed documents are available for 40 days after the transaction expires. After this period, they are permanently deleted from Addo Sign servers.

If you want to retain documents longer, consider using Addo Vault, which is included in all Addo Sign subscription plans, which you can read more about here.

Reviewing the Activity Log

The Activity Log provides a detailed timeline of every recorded event related to the transaction:

  • When the transaction was created

  • When the email was delivered and opened

  • Whether the signer accessed or signed the document

  • Any errors (e.g. invalid email address, delivery failure)

This log is essential for diagnosing issues or verifying a recipient’s interaction with the transaction.


Common Inquiries

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, see Reactivate a transaction

Why Has the Signer Not Received the Message?

If a signer reports not receiving the message, review the transaction log. This will show delivery status, timestamps, and any errors. For instance, if an incorrect email address was entered, the log will show a delivery failure.

For more information, see: Transaction log

In the example below, the error occurred because the sender entered an invalid email address, which prevented the transaction from being completed:

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