---
title: "Manage documents"
slug: "manage-documents"
description: "Edit, send, and track documents for e-signatures. Download signed copies and manage document details."
updated: 2026-08-07T20:47:06Z
published: 2026-08-07T20:47:06Z
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). If the document has already been sent to any recipient, the recipient criteria and most fields are locked and cannot be changed.
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** or click **menu ⋮** **> Send Documents**.

![Document recipients list showing email, names, and status of sent documents.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image-1784001573918.png)
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.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(689).png)
7. Click **Continue**.
8. Click on a recipient to preview the document. To remove a recipient before sending, deselect their checkbox in this step.
9. Click **Send Documents**.

> [!NOTE]
> Note
> 
> After you click **Send Documents**, a **Sending…** indicator appears on each affected recipient's row while documents are being processed. The PDF preview is cached after the first render, so subsequent previews open faster.

## Track document status

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

| Status | Description |
| --- | --- |
| **Unsent** | The document has been created but has not been sent to the recipient. |
| **Sent** | The document has been sent to the recipient via Adobe Sign. The recipient has not yet taken any action. |
| **Pending** | The document is sent and waiting on an approver in the route to complete their review before it reaches the recipient for signature. |
| **Viewed** | The recipient has opened the document but has not yet signed. |
| **Signed** | The recipient has signed the document. The signed copy is stored and available for download. |
| **Declined** | The recipient has declined to sign the document. |
| **Failed** | The document could not be delivered to the recipient, typically because the email address is invalid or unreachable. |
| **Expired** | The signing link reached its expiration date before the recipient signed. |
| **Cancelled** | The document was cancelled before it was signed. The signing link is no longer valid. |

## 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**.

## Download document template

To review a document, you can download the template that was previously uploaded.

1. Open a document group.
2. In the list of documents, click the **menu ⋮** next to the desired document.
3. Click **Download.**

![Document management interface showing download option and recipient details for contracts.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image-1783999512890.png)