Send and Track Requests
Once a request is prepared, you can either save it as a draft or send it immediately.
Request States
- Draft: prepared but not yet sent
- Sent: sent to one or more recipients
- In Progress: at least one recipient has opened or signed
- Completed: all required recipients have signed
- Declined: a recipient declined the request
- Cancelled: the sender cancelled the request
- Expired: the request expired before completion
Tracking Recipient Progress
For each recipient, Clear Ideas tracks:
- delivery
- delivery issues such as bounced email or spam complaint
- viewed status
- verification status
- signed status
- decline status
Sequential vs Parallel
- In Sequential requests, the next signer is notified when it is their turn.
- In Parallel requests, recipients can sign independently.
Authentication-Gated Requests
If a request requires an email verification code before signing begins, Clear Ideas does not reveal the request details or document until that challenge is completed successfully.