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Figure | Description |
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Documents
The unfiltered documents page allows to open filter views on documents ("envelopes"). Each filter view in general has following appearance:
Functionality of the document filter view
Main functionality:
- List envelopes matching the filter
- Search by search criteria
- Sort
- Remind
- Restart
- Cancel
- Delete
- Open the bulk signing assistant {ref}
- Open the envelope details page {ref}
- Export
- Directly start into the main action of an envelope:
“Continue” on a draft
“Sign” on an envelope where the current user has an active signing task
The list of envelopes does not refresh automatically e.g. when another user created a draft or envelope which is shared with team members, or when envelopes are created via API, or when an envelope’s status changes. To refresh the list in such scenarios, it is required to use the refresh button.
Available Filter Views
Envelopes by status
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Drafts
Lists all envelopes that have been created by the user in the WebUI or via API, or via one of the Enterprise Connectors, when the envelope has not yet been sent.
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Completed
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Lists envelopes which are in status "completed". Note that this view does not contain "rejected" nor "expired" envelopes.
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Active
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Action required
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Waiting for others
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Expiring soon
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Rejected
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Cancelled
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Expired
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Envelopes in same status since certain period
Regardless of the status, this view is providing a list of envelopes with no status change for a while.
Sent envelopes
This group of list views is providing perspectives based on the sender of an envelope.
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By me
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By a team member
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By team
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Signed envelopes
This group of list views is providing perspectives based on the signers of an envelope.
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By me
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By a team member
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By team
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Envelopes sent in a certain period
This group of list views is providing perspectives based on the date when the envelope was sent.
Bulk
The bulk document filters focus on the fact that envelopes can be sent as part of a bulk sending operation. See Bulk Signing Assistant documentation for details about bulk sending.
The document filters for bulk envelopes show envelopes sent as bulk by the currently logged in user, and those sent by a team member or the team lead if shared within the team. See Team Configuration Reference for more information about team sharing.
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Exclude bulk children
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Shows all envelopes, except bulk children. This includes all envelopes that have not been sent as bulk, and the parents of bulk sending operations.
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Bulk parents only
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Shows all envelopes that are parents of bulk sending operations.
Templates
Clipboard
The clipboard is listing documents that have been created by Microsoft Office Plugin. Read User Guide: Clipboard & Microsoft Office Plugin for more information about how to work with the Microsoft Office Plugin.
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