Completed

What does the "Completed" section represent, and what are the available options for the user?

In emSigner, the "Completed" tab displays the list of envelopes that have been signed/reviewed by all workflow participants.

The user can access these envelopes by clicking on the Completed tab on the Dashboard.

The initial grid will show the details of the envelopes, like the Created By, Date & Time, Envelope Name, Unique Reference Number, Last Signed/Reviewed on and Custom Status. Each envelope will also have a "View" button under the Actions grid.

The user can act on the envelope by clicking on the respective buttons.

View Document: Clicking on "View Document" will open the signed document for the user to view.

Mark as Inactive: Clicking on the "Mark as Inactive" button will mark the envelope as inactive, which means that the envelope will no longer be available for signing for the stakeholders. A pop-up message will be shown prompting the user to confirm if they want to mark the envelope as inactive.

Download:

Clicking on the Download button will download the signed document.

Comments: Clicking on the "Comments" button will prompt the user to input their comments and also give them the option to Notify all stakeholders

Share: Clicking on the "Share" button will open a pop-up that will prompt the user to provide the email address of the recipient. The user can also provide the Message along with the email. An option to Share Attachments is also provided, which will send the recipient the attachments if selected.

Mark as Inactive: Clicking on the "Mark as Inactive" button will mark the envelope as inactive, which means that the envelope will no more be available for signing for the stakeholders. A pop-up message will be shown prompting the user to confirm the if they want to mark the envelope as inactive.

Signing order: Clicking on the Signing order will open the Signing Order diagram in the pop-up. This shows the pictorial representation of the status of the workflow.

Custom Status: Clicking on the "Custom Status" button will open the Update Custom Status where the user has to select the status. These statuses will be populated from the list of Custom Status that were created through the Custom Status tile in the Admin Settings

Link Documents: Clicking on the "Link Documents" will open the pop-up which will allow the users to link this completed envelope to any activity or sub activity under the templates.