Document statuses

Every document in Hippoly has a status that controls who can see it and who can make changes. Understanding the three statuses makes it easier to work with drafts, shared documents, and signed documents.

Draft

A Draft is only visible to the person who created it and to the collaborators they've invited. Drafts are the right place to prepare a document before the rest of the workspace sees it.

• Only the creator and invited collaborators can open a draft.

• Editors can make changes; viewers can read the draft but not edit it.

• Drafts don't appear for users outside the collaborator list.

When you're ready to let everyone in the workspace see the document, you share it and it becomes Shared.

Shared

A Shared document is visible to everyone in the workspace. Anyone in the workspace can open the document and read it. To make changes you first start a new version, which creates a working copy visible only to you and your collaborators until you publish the changes.

A shared document can be taken back to draft at any time by unpublishing it.

Signed

When a document has been e-signed, its status becomes Signed. Signed documents are read-only — no one can edit them, not even the original author. The signed PDF is stored alongside the document and can be downloaded by anyone with access.