Completed
What does the "Completed" section represent, and what are the available options for the user?
Each row in the Completed list represents a fully executed document. The following information is shown:
Created By & On Indicates who initiated the document and the date and time of creation.
Envelope Information Provides key document details, including:
Document name
Category
Envelope number
Expiry date (if configured)
Reference Number Displays the reference number associated with the document, if available.
Status Shows the document status as Completed.
Last Signed / Reviewed On Displays the name of the last participant who signed or reviewed the document, along with the corresponding timestamp.
Actions Provides access to post-completion actions permitted for the user.
Actions Available for Completed Documents
The actions available for a completed document depend on the user’s association with that document.
If the document was initiated by you
When you are the initiator of the document, the Actions menu provides extended post-completion controls, such as:
View Open the completed document in read-only mode.
Download Download the signed document for offline access or record-keeping.
Comments View or add comments related to the document.
Share Share the completed document with other users, if enabled.
Signing Order View the signing order diagram, including participant sequence and completion details.
Link Documents Associate this document with other related documents (if enabled).
Resend Completion Mail Re-send the completion notification email to participants.
Doc Expiry View or manage document expiry information, where applicable.
If the document was not initiated by you
When the document was created by another user and you were only a participant, the available action is limited to:
View Access the completed document in read-only mode.
This ensures that initiator-specific controls remain available only to the user who originated the document, while other participants retain secure access to the finalized document.
Bulk Actions for Completed Documents
Users can select one or more completed documents using the checkboxes to perform supported bulk actions, such as:
Bulk download
Bulk share
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