The short answer

A paid request has separate signer, document and payment states. The completed file shows content; the audit history explains the event sequence.

Availability: Available to accounts with access to Booking System or Document Editor. Providers and advanced controls depend on account configuration.

Step-by-step

  1. Check every signer

    Confirm all required recipients have signed and none remains pending, declined or expired.

  2. Check payment

    Review pending, succeeded, failed or refunded status and match amount, currency and provider transaction.

  3. Read the audit trail

    Review created, edited, sent, viewed, signed, declined, completed, cancelled, reminded, shared, payment-received and status-change events as applicable.

  4. Verify completed content

    Inspect signatures, initials, dates, text, selections and attachments for placement and legibility.

  5. Download and retain securely

    Store the completed file in an approved location and retain the platform record and identifiers under policy.

  6. Handle refunds separately

    Use an in-platform refund control if displayed or the provider dashboard, then verify it. A refund does not itself void an executed agreement.

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