List of Documents

What does the List of Documents represent?

The List of Documents in the DocStore has the below four tabs.

Active: These are the envelopes that are Initiated, Pending, Declined, Recalled and Completed.

The initial grid will show the details of the envelopes, like the Created By & On, Envelope Name, Unique Reference Number, Status and Custom Status. Each envelope will also have an "View" button under the Actions grid.

The View button have actions available under it based on the Status of the envelope.

The Completed envelopes will only have the "View Document" under the View.

The envelopes which are in the Initiate Status will have the below options.

• View Document: To view the initiated envelope

• Attachment: To add attachments to the initiated envelope

• Mark as Inactive: To mark the envelope as inactive

• Doc Expiry: To set the expiry of the envelope and to notify to the email address of the signatory

• Download: To download the initiated envelope

• Tag Category: To provide the category to the envelope

• Share: To share the envelope to any email address

The envelopes which are in the Pending Status will have the below options.

• View Document: To view the initiated envelope

• Mark as Inactive: To mark the envelope as inactive

The envelopes which are in the Declined or Recalled Status will not have any options available

Inactive: These are the envelopes that are marked as Inactive by the initiator. The Inactive envelopes has only two options which are either to View the document or the Delete the Document. The Deleted document will move in to the Purged document tab.

Purged Documents: These are the envelopes which are marked as Delete by the user.

Voided: These are the envelopes which are not signed by the Signatories in the given time and have expired.