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Drafts
Documents uploaded to the Dashboard but not yet sent for eSigning are stored in this folder.
Action Required
Action Required: Shows you the status of documents where: A document, for which invitation has been sent, is pending your signature A draft, where invitation has not been sent, is pending further action
Waiting for others
Waiting for others: Shows you the status of documents where: Documents sent for eSigning which have not been signed by the other party/parties Documents received for eSigning which have been signed by you but not by the sender.
How to complete a document manually
A “Sent” document (that is partially signed) can be manually completed to create an audit trail that has all the details of the signer/reviewer from initiating the document till the latest sign/review. If the document has been sent to the signers and ...
Completing an Invitation to eSign
Finalize Once you have configured the invitee settings, click on the blue “Next” button. This takes you to the final step of the invitation journey- “Finalize”. In case a stamp paper was attached it will appear as the first page of the document. Set ...