dashboard

How do I search a document on my dashboard?

Step 1: Login to www.emsigner.com using your User Name and Password Step 2: Upon successful login, you will be able to view the dashboard. Select the tile (e.g., Pending, Completed etc.,) where you need to search the document. Once you click the tile, you will be … Read More

How to link a document to a workflow?

Signed documents in completed tab can be linked to a workflow, so that when any document is initiated using that workflow by the initiator, signatories of the workflow can see the signed document that is linked. This way, it will … Read More

How do I check the status of a document in a workflow?

Every document that you create or receive through emsigner has a status. The status indicates the current state of the document. This list defines all of the document statuses: Completed: A document is completed once all of the signers have completed … Read More

What can I see in the dashboard?

Note: Both Admin and Internal users can view the dashboard. Step 1: Login to www.emsigner.com using your account User Name and Password Step 2: Upon successful login you will be directed to the dashboard, where you will be able to view the following actionable tabs associated … Read More

How do I access the documents that I signed?

Step 1: Login to www.emsigner.com using your User Name and Password Step 2: Upon successful login, you will be able to view the dashboard. Click on the ‘Completed‘ tile to view the documents that you have signed. ( A list of documents that have completed the … Read More

How do I view all the documents shared with me?

Yes, you have an option to view all the documents shared with you, under ‘Shared With Me‘ tab. When a document is shared with you and you are not part of the signatory, then you can view those documents under … Read More

How do I Download reports from dashboard?

Step 1: Login to www.emsigner.com using your User Name and Password Step 2: You will see dashboard in the landing page once you login successfully. (Dashboard consists of summarized form of all documents present in emSigner shown in tab form i.e. pending, Drafts, Completed, Declined and Recalled) … Read More

Productivity Reports

Step 1: Login to www.emsigner.com using your User Name and Password Step 2: Upon successful login, you will be able to view the dashboard Step 3: On the header, click on ‘Reports’ Step 4: Under Reports, click on ‘Productivity Reports’ Step 5: Select the dates from the ‘From Date’ field, ‘To Date’ field, status and … Read More

How do I configure custom status and update those statuses in dashboard?

Custom Status allows you to configure additional statuses. Once the document reaches Completed status, the document status can further be changed using custom status settings. Step 1: Login to www.emsigner.com  using your Admin User Name and Password Step 2: On the top right corner, click on your profile image … Read More

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