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Table of Contents

FigureDescription

Document Details Overview

  1. Remind the next signer who has an open task or all signers in a parallel use case to sign the document
  2. With "other actions" you can either cancel or delete the envelope
  3. Download the configuration of the envelope
  4. Recipients overview
  5. Recipients configuration allows:
    1. Delete a recipient
    2. Copy viewer link
    3. Edit recipient
  6. Preview of the document
  7. Message

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Sends the reminder email to the pending next signer(s) who are allowed to take an action.

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

Image Added

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.

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