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Old Version 3

changes.mady.by.user Christoph Bimminger

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New Version 4

changes.mady.by.user Manuel Gierlinger

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FigureDescription

Document Details OverviewImage Modified

  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

...

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:

ActionsImage Modified

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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The download button opens a menu with various download options.

DownloadImage Modified

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:

JSONImage Modified

Following options are available:

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If you click on the edit recipient button (shown in the figure above ) you can change the following recipient configurations:

Edit Recipient InformationImage Modified