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View document status

Check a document’s status in Sage HR to see whether employees have accepted, declined, or still need to review it.

Written by Oliver Cook

You can view the status of a document to check whether employees have accepted it.


View a document’s status

  1. Select Documents from the main menu.

  2. Select the category that contains the document.

Sage HR shows a list of recipients with:

  • Their document status

  • Their last activity

Possible statuses include:

  • Approved

  • Declined

  • Awaiting approval

📌TIP: Select Export as .xlsx to download the status details.

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