Assign document statuses

We understand that not all documents uploaded to SimplyAgree are meant to be signed. That's why SimplyAgree gives you the ability to assign document statuses. The statuses are:

  • Non-executable : an example of a "non-executable" document is a form document or an attachment.
  • To be signed: "to be signed" signifies that signature pages will be marked as such, and compiled into signature packets to be executed. 
  • Fully executed : a "fully executed" document already includes all required signatures.  Choosing this option will add an "Executed" label to this transaction document. 

You assign these statuses at the time of document upload. Once you've uploaded your documents to the Upload Queue, you can select the appropriate status for each document, or use the checkbox to change all document statuses.

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