Learn about form statuses in Realworks and how they help you track progress, manage workflows, and understand the current status of each form.
Interactive Guide #
Click ‘Get Started’ to see how:
Step by Step Guide #
- There are 7 statuses to help streamline workflow management.
These statuses ensure compliance with electronic signing requirements and provide an easy way to track progress.
2. Each form’s current status is shown by the coloured status chip in this column.
3. The status chip is also shown on the form overview page.
4. All new forms start with the Draft status.
5. Once a form has been filled and is ready for signing you can move it to ‘Ready for Signing’ which updates the status chip to ‘Ready’.
6. Once you have started the electronic signing process, the chip changes to ‘Electronic’.
7. Alternatively, if you choose to sign offline, the status changes to ‘Offline’.
8. Once electronic signing has completed OR if you have marked offline signing as complete, the status will change to ‘Complete’.
9. Finally, voided forms do not appear in the dashboard but can shown by clicking the ‘Voided’ chip.
10. Once a form has started the signing process it can only be voided (not deleted) so that records are not lost.
These forms appear with the ‘Voided’ status chip.
