Overview
Monitor where each contract stands—Draft, Sent, Signed, or Expired—so nothing falls through the cracks.
Steps
Go to Clients > Contracts.
Use the Status column to see the current state.
Click a contract’s Status label to view details (sent date, signers, signed date).
Filter by status (e.g. Sent but Unsigned) to prioritize follow‑up.
Tips
Create a saved filter for “Pending Signature” to review daily.
Export the status report for weekly management reviews.