FAQ's

Dashboard – Overview

What is the Dashboard used for?

The Dashboard is the central workspace in emSigner that provides a real-time view of documents that require your action, documents waiting for others, and recently completed activities. It helps users quickly track signing progress and take timely action.

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Who can access the Dashboard?

The Dashboard is available to all internal emSigner users with login access. External users do not have Dashboard access and interact with documents only through secure signing links.

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Dashboard – Signature & Action Tracking

Where can I see documents that require my action?

Documents that require your action are displayed in the Need your signature or My Signature section on the Dashboard. This section shows all envelopes currently awaiting your signature or approval.

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What does “Waiting for Others” mean?

The Waiting for Others section shows documents that you have already acted on, but are pending action from other participants in the signing workflow.

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Dashboard – Envelope Status

What are the different envelope statuses shown on the Dashboard?

The Dashboard categorizes envelopes into statuses such as:

• Need your signature

• Waiting for others

• Completed

• Voided

• Declined

• Recalled

• Inactive

• Purged

Each status reflects the current stage of the document in the signing lifecycle.

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When does an envelope move to Completed?

An envelope moves to Completed once all required participants have finished their assigned actions, such as signing or approving the document.

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Dashboard – Search & Filters

How can I search for a specific envelope?

You can use the search icon on the Dashboard to find envelopes by document name or reference number.

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What filters are available on the Dashboard?

The Dashboard allows filtering envelopes by:

• Status

• Initiated by

• Initiation date

• Expiry date (where applicable)

These filters help narrow down results when working with large volumes of documents.

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DocStore – Overview

What is DocStore?

DocStore is a secure document repository within emSigner that stores documents throughout their lifecycle, including pending, completed, and historical records along with audit details.

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How is DocStore different from the Dashboard?

The Dashboard focuses on action-driven visibility, while DocStore provides long-term storage and access to documents, audit trails, and related metadata.

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DocStore – Document Access

Where can I find completed documents I signed?

All completed documents you have signed are available in DocStore under the Completed status. These documents remain accessible for viewing, downloading, and verification.

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Can I view audit details for a completed document?

Yes. For every completed document in DocStore, you can view the audit trail, which includes signer details, timestamps, IP information, and verification data.

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DocStore – Attachments & Downloads

Can I download documents from DocStore?

Yes. Documents stored in DocStore can be downloaded directly from the document actions menu, subject to your role and permissions.

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Are attachments included with completed documents?

Yes. Any attachments added during the signing workflow are stored along with the document and can be viewed or downloaded from DocStore.