Completed
What does the "Completed" section represent, and what are the available options for the user?
Last updated
What does the "Completed" section represent, and what are the available options for the user?
Last updated
In emSigner, the "Completed" dropdown in the DocStore displays the list of envelopes that have been signed/reviewed by all workflow participants.
The user can access these envelopes by selecting "Drafts" from the drop-down under the DocStore after logging into their emSigner account.
The initial grid will show the details of the envelopes, like the Created By, Date & Time, Envelope Name, Unique Reference Number and Last Signed/Reviewed on. Each envelope will also have a "View" button under the Actions grid. The user can access more options by clicking on the dropdown.
The user can act on the envelope by clicking on the respective buttons.
View: 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.
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.
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.
Doc Expiry: Clicking on the Doc Expiry will open the popup prompting the user to set the Envelope expiry and the email addresses to notify the users regarding the expiry
