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How to track participants in a collection's details

The Participants tab of a collection: candidate statuses (form sent, waiting for approval, offer signed…), filters and actions.

Updated on Oct 12, 2026

A collection's details show all participants, where they are, and what you can do for each one.

Where to find it: Pre-onboarding → Collections → click the collection name → Participants tab

What you see

  • Status filters, with the number of participants: All, To contact, Form sent, Form completed, Form expired and the other statuses.
  • The columns Contact, Stage, Conversation (with View conversation) and Linked campaign.
  • At the top, the Add contacts button.

Participants tab with status filters and columns

Participant statuses

StatusWhat it means
To contactThe candidate hasn't been contacted yet.
Form sentThe candidate has received the link to the form.
Form completedThe candidate has submitted their answers.
Form expiredThe candidate didn't fill in the form within a week of it being sent.
Waiting for approvalYou need to approve sending the contract.
Offer signedThe contract has been signed.

Steps: open a participant

  1. Click View conversation on the candidate's row.
  2. Read the form answers with View responses.
  3. Check the contract and the Participants signing status.

Good to know

Common issues

The candidate is stuck on Waiting for approval. The contract is waiting for your approval. Open the conversation or the notification and click Send contract.

The candidate is in Form expired. A week has passed since sending without them filling in the form. The form can't be sent again.

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