---
title: "Invites Status widget"
url: "https://docs.signnow.com/docs/salesforce-invites-status-widget"
type: "page"
section: "Integrations"
slug: "salesforce-invites-status-widget"
---

# Invites Status widget

# SignNow Invites Status widget

Install the Invites Status widget to track the status of sent documents from any Salesforce record. 

With this widget, you can view the document’s signing date, see the actions taken by each recipient, make corrections to invites, and more.


## If you upgraded from SignNow for Salesforce package version 2.5 or earlier

If you installed the widget using SignNow for Salesforce package version 2.5 or earlier and the package was upgraded, make sure to complete the following actions.

- Go to **Setup > Trusted URLs > SignNow_trusted_url**. 

- Click **Edit** and check the **Active** checkbox. Save your changes.

![widget_trusted_url_check.png](/reference-assets/images/SignNow_Salesforce/invites_status_widget/widget_trusted_url_check.png)

- Go to the page where the SignNow widget is added. 

- Click **Edit page** > **Save**.

## Install the widget in Lightning Experience

Add the **SignNow Invites Status** widget to any page where users need to track the status of SignNow signature invites.

- Click the gear icon ⚙️ in the top-right corner of your Salesforce account and select **Setup**.
- Type *app builder* in the Quick Find search box on the left and select **Lightning App Builder**.
- In the **Lightning App Builder**, locate the page you want to edit and click **Edit**.

![invite_widget_1.png](/reference-assets/images/SignNow_Salesforce/invite_widget_1.png)

- The **Components** panel is located on the left side of the screen. Search for the **SignNow Invites Status** widget.
- Drag and drop the widget into the desired area of the page.

![widget_visibility.png](/reference-assets/images/SignNow_Salesforce/invites_status_widget/widget_visibility.png)

- To set visibility rules for the SignNow widget, click the widget and use the configuration panel on the right.
- To save your changes, click **Save** in the top-right corner of the Lightning App Builder.

## How to use the widget

Go to the record where you have installed the widget.

Using the SignNow widget, you can:

- Track the status of sent documents
- Search for a document by name
- Check the date the document was sent for signature and signed
- View the sender and recipient email addresses
- Sort and filter sent documents
- Open a document for editing or in a view mode (if the document is signed or waiting for others)
- Download documents and view history
- Cancel invites
- Make corrections to the invite

![widget_general.png](/reference-assets/images/SignNow_Salesforce/invites_status_widget/widget_general.png)

### Filter and sort documents

You can filter sent documents by:

- Status
- Date (last 12 months; last 6 months; last 3 months; last 30 days; last week; last 24 hours)
- Sender (sent by me; sent by others)

You can sort documents by:

- Ascending or descending order
- Recently modified
- Document name
- Created date

### View the invite status

Click **View Status** next to the document to see the list of invite steps, including recipients' roles, emails, and the status of each step.

> The **View Status** option is not available for draft invites.

If the document has been signed, the signing date will also be displayed.

![widget_status_page.png](/reference-assets/images/SignNow_Salesforce/invites_status_widget/widget_status_page.png)

Available invite step statuses are:

- **Invite step pending:** The recipient’s invite is pending on the previous step (the signer on the previous signing step hasn’t signed and submitted the document yet).
- **Pending:** The invite has been sent to the recipient.
- **Invite expired:** The invite has expired.
- **Declined to sign:** The recipient declined to sign the document.
- **Completed:** The recipient completed the invite.
- **View only:** The recipient received the document as **view only**.

### Cancel all invites

Click **Cancel All Invites** on the View Status page to cancel signature invites for this document.

You’ll be redirected to your SignNow account, where the document invite is filtered by ID. 

Click **Cancel Invites** next to the invite you want to cancel.

![widget_cancel_invites.png](/reference-assets/images/SignNow_Salesforce/invites_status_widget/widget_cancel_invites.png)

Confirm the action by clicking **Cancel All Invites** in the confirmation window.

> The **Cancel All Invites** option is not available for signed invites.

### More actions

> Available invite actions depend on the user's access level, the type of document sent for signature (templates or attachments), and the current status of the invite. Some options may be disabled based on these conditions.

![widget_more_actions.png](/reference-assets/images/SignNow_Salesforce/invites_status_widget/widget_more_actions.png)

Click the buttons next to the invite or use the options in the **More menu (…)** to initiate available actions.

✅ **Open document**: Opens the document in the SignNow editor for editing or viewing. If the invite status is **Waiting for me**, the document opens in signing session mode.

✅ **Download**: Downloads the document as a PDF.

✅ **View history:** Opens the invite in your SignNow account in a new tab. Click the **More menu (…)** and select **History** from the dropdown. The invite history shows detailed information about all actions taken on the document, who performed them, server and client timestamps, IP addresses, and the document IDs.

✅ **Download with:** Opens the invite in your SignNow account in a new tab. Click the **More menu (…)** and select **Download with** from the dropdown. Choose the download options (history, attachments, ID) and click **Download.** 

✅ **Make corrections:** Opens the invite in your SignNow account in a correction mode.

![widget_correction_mode.png](/reference-assets/images/SignNow_Salesforce/invites_status_widget/widget_correction_mode.png)

> **Make corrections** is available for invites that have not been opened by recipients. While you are making corrections to the invite, pending recipients will not be able to access the documents.

In the correction mode, you can add documents to the document group, edit documents and recipients, and adjust actions on completion.

## Add the widget in Salesforce Classic

The Invites Status widget is built as a Lightning Web Component (LWC), but it uses an iframe internally, which means you can embed it in Salesforce Classic through a Visualforce page.

> **Prerequisites:** You must have the SignNow for Salesforce package installed and sufficient Salesforce admin permissions to create Apex classes and Visualforce pages.

**Step 1. Create an Apex class**

- In Salesforce, go to **Setup > Apex Classes** and click **New**.

![status_widget_classic_1.png](/reference-assets/images/SignNow_Salesforce/invites_status_widget/status_widget_classic_1.png)

- Paste the following code and click **Save**:

```apex
public class SignNowInvitesWidgetExtension {
    public Id recordId { get; private set; }
    public String recordType { get; private set; }
    public String domainUrl { get; private set; }

    public SignNowInvitesWidgetExtension(ApexPages.StandardController std) {
        recordId = std.getId();
        recordType = recordId.getSObjectType().getDescribe().getName();
        domainUrl = Url.getOrgDomainUrl().toExternalForm();
    }
}
```

**Step 2. Create a Visualforce page**

- Go to **Setup > Visualforce Pages** and click **New**.
- Enter a name for the page (for example, `SignNowInvitesWidget`).
- Paste the following code, updating the `standardController` attribute to match the object whose layout you plan to add the page to.

```xml
<apex:page id="SignNowInvitesWidget"
  standardController="Account"
  extensions="SignNowInvitesWidgetExtension"
  cache="false"
  sidebar="false"
  showHeader="false"
  title="SignNow Invites"
  applyBodyTag="false"
>
  <apex:outputPanel>
    <div id="iFrameContainer"></div>
    <script>
      var origin = "https://universal-integration.signnow.com";
      var contextId = encodeURIComponent("{!JSENCODE(recordId)}");
      var contextTable = encodeURIComponent("{!JSENCODE(recordType)}");
      var orgSubdomain = encodeURIComponent("{!JSENCODE(domainUrl)}");

      var iframeLink = origin + "/en/invite-status?contextId=" + contextId +
        "&contextTable=" + contextTable +
        "&integration=salesforce" +
        "&orgSubdomain=" + orgSubdomain +
        "&userIdentifier=" + encodeURIComponent("{!JSENCODE($User.Username)}");

      var iframe = document.createElement("iframe");
      iframe.setAttribute("src", iframeLink);
      iframe.setAttribute("id", "SignNowIframe");
      iframe.setAttribute("title", "SignNow");
      iframe.setAttribute("width", "100%");
      iframe.setAttribute("height", "640");
      iframe.setAttribute("allowfullscreen", "");
      iframe.setAttribute("allow", "camera; clipboard-read; clipboard-write");
      iframe.setAttribute("referrerpolicy", "unsafe-url");
      iframe.style.border = "none";
      document.getElementById("iFrameContainer").appendChild(iframe);

      window.addEventListener("message", function(event) {
        if (event.origin !== origin) return;
        if (event.data.event === "redirect" && event.data.redirectUrl) {
          window.top.location.href = event.data.redirectUrl;
        }
      });
    </script>
  </apex:outputPanel>
</apex:page>
```

![status_widget_classic_2.png](/reference-assets/images/SignNow_Salesforce/invites_status_widget/status_widget_classic_2.png)

- Click **Save**.

**Step 3. Add the Visualforce page to an object layout**

- Go to **Setup > Object Manager** and select the object.
- Click **Page Layouts** and open the layout you want to edit.
- In the layout editor, click **Visualforce Pages** in the left panel.

![status_widget_classic_3.png](/reference-assets/images/SignNow_Salesforce/invites_status_widget/status_widget_classic_3.png)

- Drag the `SignNowInvitesWidget` page onto the layout where you want the widget to appear.
- Click **Save**.

The Invites Status widget will now be visible on records of that object in Salesforce Classic.

![status_widget_classic_4.png](/reference-assets/images/SignNow_Salesforce/invites_status_widget/status_widget_classic_4.png)



---
*Full page: https://docs.signnow.com/docs/salesforce-invites-status-widget*