Document stages explained

Every document in fynk has a stage. The stage shows where the contract is in its life, and decides what you and the other party can do with it.

Available on all plans

The stages

Please confirm whether Signed and Done are separate stages or one. [CHECK]

Imported contracts (Import without signing) go straight to Done.

How a document moves on

• Draft → Review: happens automatically when you share the document with an external party. See Share a document with external parties.
• Draft or Review → Signing: click Start signing. You can skip Review and start signing straight from Draft, unless the document has checkpoints.
• Signing → Signed: happens automatically when the last signatory signs.

If the template has checkpoints, the document only moves on once the approvers have approved. See Internal approvals with checkpoints.

Change the stage manually

Open the document actions menu and choose Change stage [CHECK: label]. You can, for example:

• move a document back to Draft to make internal changes
• mark a document as Done without signing in fynk, for example because it was signed on paper

Good to know

• The stage is shown in the document header and as a column in the document list, including how many signatures are in (for example "1/2").
• Going back from Signing to an earlier stage (Reset to review) removes signatures that were already made, and all signatories are notified.
• Some actions are only possible in certain stages. For example, the other party can only propose changes in Review.
• Filter the document list or dashboards by stage to see what's waiting for whom.
• Stages are separate from tasks and approvals. A document can stay in Review while people work through discussions, tasks or checkpoints.
• You can't add your own stages.

Related articles

• Share a document with external parties
• Internal approvals with checkpoints
• Send a document for signature