From the moment it is created until its termination, a transaction undergoes different statuses. Below is a description of each status.
Draft
A transaction is created in draft until it is sent. A transaction can remain in draft for 7 days. During this time, all parameters can be edited. Draft transactions are automatically cancelled after 7 days if not started.
In progress
Once the transaction is started, documents are ready to be processed by the first participants in queue. A transaction in progress can be updated if modifications do not affect tasks already completed by participants. Because Universign transactions are dynamic, all modifications are immediately effective unless you pause the transaction before you update it. Once it is started, a transaction has a maximum lifetime of 60 or 180 days depending on your workspace configuration. If not completed after that time, it expires.
Paused
When a transaction is paused, you can edit it with no immediate effect. Modifications will be effective when you restart the transaction. While the transaction is paused, participants cannot complete any of the required actions on the signature page and do not receive notifications. Note that pausing a transaction does not impact its expiration: the countdown still runs normally. A paused transaction will therefore expire if not restarted after the allowed duration.
Cancelled
A cancelled transaction can no longer be edited, and partially signed documents cannot be retrieved. If a transaction was in draft state before cancellation, it is permanently deleted after 24 hours. If it was started or paused before cancellation, it is permanently deleted after 60 or 180 days depending on your workspace configuration.
Completed
A transaction is completed when all documents have been LTV-extended and archived. A completed transaction can no longer be edited. Signed documents and attestations are now available for retrieval. A completed transaction displays in your transactions dashboard for 60 days.
Expired
By default, a transaction expires if not completed within 14 days after it is started, but you can set the expiration to a maximum of 60 to 180 days, depending on your workspace configuration. However, you can manage the transaction expiration by setting its duration or expiration date (equaling 2 months maximum from start date). Note that expired transactions remain in the system for 60 days (starting from expiration date) before they are permanently deleted. An expired transaction can no longer be edited, and partially signed documents cannot be retrieved.
Archived
Once completed, a transaction is immediately archived. An archived transaction can no longer be edited. Please note that archiving a completed transaction may take a few moments. Archived transactions dislay in your archives dashboard.
