The documents table can show up to 27 columns. Nine are shown by default; turn any of the others on in the Views menu, and save the combinations you use as views. Here is what each column shows, group by group.
The same columns are available everywhere the table appears: in Documents, on a project's Documents tab, on a signer's page and on a SignPage. Connie remembers which view you picked on each page.
Document
Color. The document's coloured dot. Click it to pick a colour; new documents take their project's colour. Documents added with Upload & Store always follow their project's colour.
Title & creator. The document's internal title, with the person who created it underneath. Documents added with Upload & Store show "Paper Contract". Archived documents are greyed out.
Preview. A button that opens the document in a preview, so you can check what it says without leaving the list.
Document ID. The document's unique ID, the same one printed on the signature page. Use it to refer to a document in addendums or when you talk to support.
Public title. The title your signers see, which can differ from the internal title your team uses.
Template. The template the document was created from. Empty when the document wasn't made from a template.
Source. How the document reached its signer: through a SignTag (with the tag's name), through a SignPage (with its QR code and PIN), or "Sent directly". Empty for documents added with Upload & Store.
Type. What kind of document it is: a Connie document, an Uploaded PDF or a Paper contract.
Language & Region. The document's language and region, which decide how dates and numbers are printed in it. See Regional settings explained.
People
Signer(s). Who signs the document, with their photo. When there's more than one signer, their avatars are stacked, and each avatar shows how far that signer has got. When a parent or guardian signs on behalf of a child, the child's name is shown with a small icon.
Signer email and Signer phone. The signer's contact details, as they were entered on the document. Turn these on when you need to reach people quickly.
Signer title. The signer's title or role, for example Producer or Camera operator.
On behalf of. The child's name, when a parent or guardian signed on their behalf. See Collect signatures from minors.
Issuer. The person who signs for your side, with the company they sign for. Mostly useful when your account has more than one company.
Project
Project. Which project the document belongs to, and the folder inside it. Click the name to open the project. This column isn't offered on a project's own Documents tab, where every row is in the same project.
Dates
Date created. When the document was created as a draft.
Date issued. When the document was sent for signature.
Date signed. When the last signer signed, so the document became fully signed.
Expiry date. When the document expires. See Expiry Dates.
Last updated. When anything about the document last changed.
Status
Status. Where the document stands: Draft, Pending, Signed, Expired or Rejected. If you're one of the signers yourself, a Sign Now button appears next to it.
Signing progress. How many of the signers have signed so far, for example "2 of 3 signed".
Last event. The latest thing that happened, with its date: Created, Issued, Signed by a signer, Fully signed, Rejected by a signer, Expired or Cancelled. Hover over the date to see the exact time.
Reminders. How many reminders have been sent to the signers still being waited on, and when the last one went out. Empty once nobody is waiting.
Rejection reason. The reason a signer gave for rejecting the document. Long reasons are cut to one line; hover to read the whole text.
Payouts. How many payouts the document has produced, and a Create Payout button on signed documents. Only shown if your account uses Payouts. See Payouts for the production team.
Tip
You rarely want all 27 at once. Start from the default columns and save a view for each job: for example one with Signer email and Signer phone for chasing signatures, and one with Date signed and Document ID for your accountant.
Views, selection and export
Saved views are shared across all the pages that show the table, so a view you build in Documents is also there on a project's Documents tab. Saving a view for everyone changes what your colleagues see, so Connie asks you to confirm first.
The checkbox at the start of each row lets you select documents and act on several at once. See Bulk actions: work with many documents at once.
Exports follow the table: the CSV file has the columns you're looking at, under the same names. See Export documents as PDF and CSV files.