Tracking agreements

Every signature request lands in the Sign register, and stays there through the stages until it is signed. The register is a table by default, and the same agreements can be read as a board.

The tabs

The page opens on Overview. The tabs beside it divide agreements by whose move it is.

Tab	What it holds
Your move	Agreements where the next move is yours. Nothing on this list moves until you act.
In flight	Every live agreement, with signed ones left out.
Waiting on them	Agreements where the next move belongs to the other side.
Obligations	Marked as coming soon.
All	Everything, signed agreements included.

Each tab carries its own count, and the counts inside the filters are scoped to the tab you are on rather than to the whole register.

The stages

Stage is the other axis. An agreement sits in exactly one stage at a time, and the Stage filter lists them with a count each.

Stage	Where the agreement is
Requested	Someone has asked for the agreement. The drafting has not started.
Drafting	The document is being written or revised on your side.
Internal review	It is with someone on your side before it goes out.
With the other side	They have it. This is the negotiating window.
Ready to sign	The wording is settled and it can go out for signature.
Out for signature	It has gone out and signatures are being collected.
Signed	Everyone has signed.

Two more states close an agreement without a signature. Expired means the expiry date passed. Cancelled means the request was cancelled. Both sit under a Closed group, and you can still open them.

Your move gathers Requested, Drafting, Internal review, and Ready to sign. Waiting on them gathers With the other side and Out for signature. Signed agreements appear in All.

Narrowing the list

The search box filters agreements by name. Beside it:

Stage filters to one stage.
Action filters by the move that is waiting: Approve, Sign, Send, Resend, or Open.
Group by groups the list by Whose move or by Action. Grouping by whose move gives headed blocks for Your move, With the other side, and Signed.
Rows switches row height between Comfortable and Compact.
List and Board switch the shape of the whole view.

What a row tells you

Each row carries the title of the agreement, the matter it belongs to and the relationship to the other side, where it stands, and the actions available on it.

Where it stands is two lines: the stage it is in, and how long it has been sitting there. The second line also says in plain words where the signing has got to, such as that the request has not been sent yet. Time in stage is the thing to read when you are looking for work that has stalled, because an agreement can sit in a healthy stage for an unhealthy number of days.

Acting on a row

Every row has an Open button and a three-dot menu. What the menu offers depends on the state of the agreement.

Action	What it does
Open the agreement	Opens the agreement to read it.
Open in Workbench	Takes the agreement's documents into a Workbench chat.
Edit agreement	Reopens a request that has not gone out yet.
Resend	Sends the request to the signers again.
Open the matter	Jumps to the matter the agreement belongs to.
Cancel request	Cancels the signature request.

A request still in Drafting offers Edit agreement. One that has already gone out offers Resend and Open the matter instead.

Which workspace an agreement belongs to

A signature request belongs to the workspace it was sent from. It appears on that workspace's Sign page and does not roll up into your Personal workspace, so if a request is missing from the register, check the workspace selector first.

When everyone has signed, the signed document files back to the matter the request was sent from. Every party to the agreement receives the signing record, including a signer with no Irys account.