Delivered and archived organizer statuses
After an organizer is delivered to a client, it moves to the Delivered Organizers page. Its status is shown in 3 different columns;
Signature Status
, Organizer Status,
and Source Document Status
. When you archive an organizer, it moves to the
Archived Organizers
page, but the statuses are identical to the Delivered Organizers page. Review the following tables for more details. note
When the status is blue, it is clickable. When selected, a window appears with additional details.
Signature status
Status | Description |
|---|---|
Awaiting Signature | An organizer was delivered to the client with an engagement letter, but no signers have completed the signature process. |
Reviewed | An organizer was delivered to the client with an engagement letter, but the signer declined to sign. |
Partially Signed | An organizer was delivered to a married filing jointly client with an engagement letter and 1 spouse has signed, but the other hasn’t. |
E-Signed | An organizer was delivered to the client with an engagement letter, and all signers completed the signature process. |
Downloaded | An organizer was delivered to the client with an engagement letter, all signers completed the signature process, and a firm user downloaded the signed forms. |
Manually Signed | An organizer was delivered to the client with an engagement letter, but the signer(s) signed the documents outside of SafeSend. The firm changed the status of the document to Manually Signed. |
N/A | An organizer was delivered to the client without an engagement letter. |
Organizer status
Status | Description |
|---|---|
Delivered | An organizer was delivered to the client but hasn’t been filled out yet. |
Partially Completed | An organizer was delivered to the client and they’ve begun to fill out the Custom Questions, but are not finished yet. If no Custom Questions were included, this status indicates the client has begun to fill out the organizer, but is not finished yet. |
Questionnaire Completed | An organizer was delivered to the client. They have completed the Custom Questions and have begun to fill out the organizer, but are not finished yet. |
Completed | An organizer was delivered to the client. They have filled the organizer and marked it as complete. |
Downloaded | An organizer was delivered to the client, they filled the organizer, marked it as completed and someone at the firm downloaded the completed organizer. |
Dropped | The organizer couldn’t be delivered to one or both recipients. |
Manually Completed | An organizer was delivered to the client, but the client completed the organizer outside of SafeSend. The firm changed the status of the document to Manually Signed. |
Source Document status
Status | Description |
|---|---|
Awaiting Upload | The client hasn’t uploaded documents to their organizer yet. |
Uploaded | The client has uploaded documents to their organizer, but they haven’t selected Complete. |
Downloaded | The client uploaded documents to their organizer, and someone at the firm downloaded them. If new documents are uploaded, the status will change back to Uploaded. |
Finished | The client uploaded the documents to their organizer, and they selected Complete. They won’t be allowed to upload additional documents unless a staff member reopens the organizer from the action menu. |
