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The primary action (sign, remind, etc) is directly shown. Further actions may be grouped in a button labelled "other actions", which opens a menu with the additional actions when clicked:
The "other actions" button changes to a simple button with the label of the menu entry, if there is only one option available.
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Sends the reminder email to the pending next signer(s) who are allowed to take an action.
Download
The download button opens a menu with various download options.
The appearance of the button changes to a simple button with the label of the menu entry, if there is only one option available. Example:
Cancel
Cancels the workflow of the envelope. No further signing is possible on a cancelled envelope. The envelope remains in the system.
Delete
Deletes the workflow. The envelope will no longer be visible in the system and cannot be recovered.
Unlock
Available only in case of parallel signer activities, where one signer already opened it but didn't finish the activity yet.
Attention: Unlocking a parallel envelope will result in loosing all possibly done changes of the current recipient so far (form filling, signing). It will go back to a status as before the recipient opened the envelope.
There is no automatic unlock, so if the signer never completes the assigned (and started) activity, and the sender doesn't unlock it, the envelope remains locked.
JSON Download
With the JSON button it is possible to download the envelope configuration in JSON.
Following options are available:
Finished Document
The signed PDF document(s).
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If you click on the edit recipient button (shown in the figure above ) you can change the following recipient configurations:
