Cases
A Case is the file that holds everything about one piece of work: a title, an optional reference code and description, the participants involved, any documents, and the actions that need to happen — such as getting a document signed, sending a certified notice, or holding a video call.
Two kinds of case
Section titled “Two kinds of case”- Regular case — the normal case, built from a Workflow (or built freeform, action by action). Creating one uses up one of your organization’s case credits.
- Single-action case — what the app calls a Quick Action: a lightweight case created around exactly one action, for when a full workflow is overkill. It doesn’t use a case credit, and once it has its one action, no more can be added to it.
Lifecycle
Section titled “Lifecycle”A case is either open or closed — there’s no in-between status. While open you can freely add or remove participants and documents, and add actions. Closing is one-way: once a case is closed, it can’t be reopened, and you can no longer edit its participants, documents, or actions.
A case can only be closed once every action on it has reached a final state — nothing can still be pending, awaiting a response, or in progress.
Actions on a case
Section titled “Actions on a case”Each action on a case moves through the same set of statuses:
| Status | Meaning |
|---|---|
| Pending | Created, not yet sent/started. |
| Awaiting | Sent to participants; waiting on them. |
| In Progress | Someone has started acting on it. |
| Completed | Finished successfully. |
| Rejected | A participant declined it. |
| Cancelled | Called off before completion. |
Completed and Cancelled are final — an action can’t be changed once it reaches either of those. An action can generally only be edited while it’s still Pending.
The kinds of action available are the same building blocks used by Workflows: Document Sign, Communication, Video appearance, File Upload, Burofax, Share Documents, and Media Evidence — see Action Types for what each one actually does. See Sending a document for signing for the most common one.
How it fits together
Section titled “How it fits together”- A case optionally follows one Workflow, which defines the steps (actions) it’s built from.
- A case has one or more Participants, each with a role in that specific case (e.g. signer, representative).
- Every action tracks its own status per participant — a case action is only considered done once all of its participants are.