Managing Documents
Track every document by status, see who has viewed and signed, chase, fix or revoke what is still out, and download the signed copy when it is done.
4 topics · 9 articles
Topics
- Document StatusesWhat appears in "Need your sign", "In progress", "Completed", "Drafts", "Declined", and "Expired".2 articles
- Find a DocumentUse the search box, column filters, and paging to find a document quickly.Article
- Document ActionsWhich buttons and ⋮ menu items are available in each document list, including owner-only actions.5 articles
- Download & CertificateDownload the signed PDF and attachments, print the document, get the completion certificate, and understand what the completion email contains.Article