---
title: "Manage documents"
slug: "manage-documents"
description: "Edit, send, and track documents for e-signatures. Download signed copies and manage document details."
updated: 2026-03-23T15:22:41Z
published: 2026-03-23T15:22:41Z
canonical: "support.fullcast.com/manage-documents"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage documents

After you [add a document](/plan-and-pay/docs/add-a-document) to a document group, you can edit its details, send it to recipients for e-signature, track its status, and download signed copies.

## Edit a document

1. Go to **Documents > Document Management**.
2. Select the document group that contains the document.
3. In the **Documents** panel, find the document you want to edit.
4. Click the **menu ⋮ > Document Details.**
5. Optional. Update the fields as needed (refer to [add a document](/plan-and-pay/docs/add-a-document) for a description of available fields).
6. Optional. To update the document with a newer version:
  1. Click **Delete**on the document.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(582).png)
  2. Click **Browse files** and upload the document you want to replace.
7. Click **Continue**.
8. Preview the document and click **Save & Continue**.

## Send a document

Sending a document delivers a personalized copy to each selected recipient for e-signature via Adobe Sign. Placeholder fields in the template are replaced with each recipient's data based on the merge entities you selected.

1. Go to **Documents > Document Management**.
2. Select the document group that contains the document.
3. In the **Documents** panel, select the document.
4. In the **Document Recipients** grid, select the checkboxes next to the recipients you want to send the document to.
5. Click **Send Documents**.
6. In the **Send & Expiration Date** window, set the expiration date for the signing link. The expiration date must be at least one day in the future.
7. Click **Continue**.
8. Click on a recipient to preview the document.
9. Click **Send Documents**.

## Track document status

After you send a document, the status updates automatically based on recipient activity. The following statuses are available:

| Status | Description |
| --- | --- |
| ![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(572).png)Unsent | The document has been created but has not been sent to the recipient. |
| ![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(573).png)Sent | The document has been sent to the recipient via Adobe Sign. The recipient has not yet taken any action. |
| ![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(579).png)Viewed | The recipient has signed the document. The signed copy is stored and available for download. |
| ![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(574).png) Signed | The recipient has declined to sign the document. |
| ![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(577).png)Declined | The document could not be delivered to the recipient, typically because the email address is invalid or unreachable. |
| ![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(576).png)Failed | The signing link has passed its expiration date without the recipient completing the signature. |

## Download a signed document

Review and download documents that have been signed.

> [!NOTE]
> Note
> 
> Signed documents are retained for seven years.

1. In the recipients grid, find the recipient with a **Signed** status.
2. Click the **menu ⋮** next to the recipient.
3. Select **View Signed Document**.