---
title: "Find documents and track workflow progress"
space: "SignDex"
url: "https://docs.crestsolution.com/signdex/find-documents-and-track-workflow-progress"
updated: "2026-11-13"
---

Use the Documents page to locate a workflow, check its status, and see available actions.

## **Before you begin**

Sign in with the account associated with the document. The list reflects the documents available to that account.

## **Find a document**

1. Select **Documents** from navigation.  
![](https://signdex.io/wp-content/uploads/2026/09/04-1-document-list.png)
  2. Choose **Action Required**, **Waiting on Others**, **Completed**, **Sent**, or **All Documents**, depending on what you need to find.
  3. Use the search box to narrow the list.
  4. Use **Filter by Status** if you need a particular status.
  5. Review the document title, participants, status, last updated date, and creator.
  6. Where available, select **STATUS**, **LAST UPDATED**, or **CREATED BY** to change the sort order.
  7. Select the available row action, such as **View** or **Sign**.
    ## **Understand the document tabs**
  
    The tabs above the document list help you choose which documents to view. A tab groups documents by your involvement or their progress; the status column shows the state of each individual document. You can use search and Filter by Status to narrow the selected list.
    
    | Tab               | What it shows                                                                 | When to use it                                                                              |
    | ----------------- | ----------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------- |
    | Action Required   | Documents awaiting an action from you.                                        | Use this tab to find documents you need to review or sign, according to your assigned role. |
    | Waiting on Others | Documents awaiting an action from another participant.                        | Use this tab to follow workflows that are waiting for others to act.                        |
    | Completed         | Documents whose workflows have finished.                                      | Use this tab to view completed documents and access available downloads.                    |
    | Sent              | Documents you have sent to participants.                                      | Use this tab to track the workflows you initiated and check their current status.           |
    | All Documents     | All documents available to your account across the different workflow states. | Use this tab for a broader search, then narrow the list with search or Filter by Status.    |
    
    ## **Read the status with the participant details**
  
    Use the status descriptions below to understand the document’s progress. Read the participant details alongside the status to identify who needs to act.
    
    | **Status**      | **Description**                                      | **What to do**                                                                  |
    | --------------- | ---------------------------------------------------- | ------------------------------------------------------------------------------- |
    | NEEDS SIGNATURE | The document is awaiting your signature.             | Select Sign to open and review the document.                                    |
    | PENDING         | The workflow is still awaiting a participant action. | Select View and review participant details to see who needs to act.             |
    | COMPLETED       | The document workflow has finished.                  | View the completed document or use the available download control.              |
    | REJECTED        | A participant has rejected the document.             | Select View to review the document and contact the sender about the next steps. |
    
    ## **Check your progress**
  
    You should be able to locate the document and identify its current status. For longer lists, use the page controls and **Rows per page** options.
    ## **If the document is missing**
  
    Switch to **All Documents**, remove restrictive filters, and clear or shorten your search. Confirm you are using the intended account. If it is still missing, ask the sender to check the recipient details.