Use the Digital Signature Documents utility to review and manage documents sent for Digital Signature.
Edit Digital Signature Requests
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From the Administration menu, click Utilities.
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In the Select Utility field, choose Digital Signature Documents.
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To filter the results:
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Select a filter type and enter the criteria.
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Select Needs My Signature to display only documents that need your signature.
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To take action on a single document:
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From the document's Options menu, choose a document action.
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To take action on multiple documents:
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Select the documents. You can choose Select All Filtered Records or manually select each document.
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From the page Options menu, choose an action.
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Action Status Report
Use the Action Status Report to view the status of Digital Signature actions.
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From the page Options menu, choose Action Status Report.
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To filter the results, select a filter type and enter the criteria.
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Click the number of documents for the action to review document information.
Document Actions
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Action |
Description |
|---|---|
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Accept Signatures |
Complete the signing process even when signers have not signed. Pending signers will no longer be able to sign the document. Available when the signing status is Sent or Processing. |
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Void Signatures |
Void the Digital Signature request. Available when the signing status is Sent or Processing. |
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Sign Document |
Sign documents that need your signature. Available when the signing status is Sent or Processing, and the user is a signer with a status of Sent or Processing. Document-level only. |
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Send Reminder |
Available when the signing status is Sent or Processing, and one or more signers have a status of Sent. |
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Download Attachments |
Download existing document attachments in a ZIP file, including the signed document and certificate of completion. Available when the signing status is Completed. Document-level only. |
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Send Signed Document |
Available when the signing status is Completed. Document-level only. |
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Send Certificate of Completion |
Available when the signing status is Completed. Document-level only. |
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Send Signed Document in English |
Sends the signed document to all signers in English. Available when the signing status is Completed and a signer signed in a language other than English. |
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Send Signed Document in Signer's Language |
Sends the signed document in each signer's language, including English. Available when the signing status is Completed and a signer signed in a language other than English. |
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Send Certificate of Completion in English |
Sends the Certificate of Completion to all signers in English. Available when the signing status is Completed and a signer signed in a language other than English. |
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Send Certificate of Completion in Signer's Language |
Sends the Certificate of Completion in each signer's language, including English. Available when the signing status is Completed and a signer signed in a language other than English. |
Document Status Reference
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Status |
Description |
|---|---|
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Processing |
The request is processing and notifications are not sent. |
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Sent |
Recipients have been sent a notification email to sign the document. |
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SignNow |
Signers are currently signing the document using Sign Now. |
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Completed |
All signers have signed the document, and the system has completed the signing process. |
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Voided |
The sender has voided the signature request. |