Documents

Last Updated: May 19, 2026

A Vasion Sign document is a PDF that you configure, send to one or more signers, and track through the signing process. You can build a document manually or use a reusable template to send a preconfigured document.

Key Points

Review the following key points:

• Add one or more signers to a document and route it sequentially or all at once.
• Save a document as a draft to finish configuring it later.
• Track the status of every document you send on the Sent tab in Sign.

How Documents Work

When you create a document, you upload a PDF, add signers, and place fields on the document for each signer to complete. You can save the document as a draft before sending.

After you send the document, Sign tracks every signer interaction and updates the document status in real time on the Sent tab:

• In Progress: The document is sent and awaiting one or more signatures.
• Completed: All assigned signers have signed the document.
• Declined: One or more signers declined to sign the document.

When all required signers finish signing, Vasion generates a Certificate of Completion and emails it and the completed document to you and all signers. For more details refer to Signature Auditing.

Requirements

Review the following requirements:

• Access to Vasion Automate and Sign.
• A user account with appropriate permissions.
• A PDF to upload.

Next Steps

Refer to the following:

• Create & Manage Documents.
• Templates.