List of Documents
What does the List of Documents represent?
Last updated
What does the List of Documents represent?
Last updated
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 and Status. Each envelope will also have an "View" button under the Actions grid. By default the Completed status envelopes under the current year will be shown. The user can fetch the envelopes required using the Status and Year filters.
The Search option is also provided for the user to search any specific envelope using different details like the Initiation date, Expiry date, Envelope Number, Reference Number and other details.
The View button have actions available with it based on the Status of the envelope.
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.
