Most common actions

Manage your documents and do the most common actions by just clicking on the three dots icon. 

Screenshot_2019-12-12_at_22.54.56.png

The most common actions may vary depending on the status of your request:

Actions in requests with status "In Progress": 

Screenshot_2019-12-12_at_22.55.44.png

You'll be able to: 

  • Send reminder: A notification email will be send to the signer. 
  • Download audit trail: The audit trail will be generated with the actual events and status.
  • Cancel delivery: Cancel a pending request. The signers will receive a notification with the cancellation reasons.
  • Archive delivery: Send a request to the archived questions. Click here to check all the details. 
  • Name request: Name a request to help quickly identifying it.

Actions in requests with status "Finished": 

When a request has been completed, you'll be able to: 

  • Download audit trail: Download the audit trail with all the events and certifications.
  • Download signed document: Download the signed document with all the electronic evidences.
  • Archive delivery: Send the delivery to the archived category. Click here to check all the details. 

 

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk