Signatures permissions and states

Signatures requires authenticated organization access, then applies resource ownership and assignment checks to documents, invitations, templates, and stamps.

Permission matrix

Action	Requirement
Open the Signatures workspace	Authenticated organization member with signature-view access
Upload and prepare a document	Organization member with completed contact setup
Edit recipients or fields	Document uploader while the document is Draft
Open a document	Its uploader or an assigned signer with organization access
Inspect invitation statuses	Document uploader
Open a template	Owner, direct recipient, everyone-share recipient, or authorized administrator
Change template sharing or transfer ownership	Template owner
Manage a stamp	The user who owns the stamp
Manage organization-wide signature settings	Organization admin with signature-settings permission

An invited signer’s access-link route is a separate public journey. Possessing a signed-in workspace URL does not replace the invitation’s access check, and a real invitation token must never be published.

Document states

State	Allowed next state	Meaning
Draft	Sent or cancelled	Uploader can still edit the agreement.
Sent	Partially signed, fully signed, or cancelled	Invitations are active.
Partially signed	Fully signed or cancelled	At least one required signature is complete and at least one remains.
Fully signed	None	All required signing is complete.
Cancelled	None	The signing request is terminated. The uploader may clone it into a fresh draft.

The Agreements list uses customer-facing scopes rather than exposing every internal state directly: All, Action required, Waiting for others, Sent, Completed, Draft, and Archived.

Invitation states

Display label	Meaning
Pending	Invitation exists and awaits recipient action.
Sent	The initial invitation was sent and still awaits recipient action.
Viewed	Recipient opened the signing journey but has not completed it.
Signed	Invitation is complete.
Cancelled	Sender or system invalidated the invitation.
Expired	Invitation passed its usable window.
Declined	Reserved by the status model and display layer; the current signer UI does not provide a decline action.

Reminders apply only to outstanding invitations. Sender cancellation is narrower than the complete internal transition model and is offered only when the invitation row presents Cancel.

Template states and sharing

A template is active or archived. It can be personal, shared directly, shared with everyone in scope, or surfaced as a starter template. Ownership controls transfer and sharing changes even when another member can open the template.