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Create and Send Envelopes
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- Search: enter a text to search the envelopes
- Status: an icon shows the status of the envelope
- Actions: direct on-click to sign or continue
- Export as CSV: export current list of envelopes (e.g. for a reporting)
- Sort by: recent activity or envelope name
- Filter: click on a filter from the menu to apply it to the current list. You can easily apply more filters to the selection or remove them one-by-one.
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Document Status Icons
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This list shows you the available document status icons, a textual representation is next to the icon in eSignAnyWhere. |
| Envelope is finished |
| Envelope is canceled by one of the recipients |
| Envelope is rejected by one of the recipients |
| Envelope is a Draft |
| Waiting for signing |
| Waiting for acknowledge |
| Caution (e.g. email bouncing) |
| Envelope is expired |
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Note: If you select an envelope you can select all available actions from the top bar (Sign, Remind, Restart, Cancel, Delete, Unlock). The action-button in the list of envelopes shows the typical required action. |
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Document Detail Page with highlighted envelope and recipients area.
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Finished envelopes will allow you to download the finished documents and audit trail (log document). If you have the developer mode enabled, you can download the envelope configuration as XML and JSON. The next screenshot shows where you can download the finished document and the audit trail:
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The audit trail shows all information about the envelope e. g. the general information (status of the envelope, the creation date and more). Moreover, it shows the recipients and all changes made to the document e. g. which signature fields were placed on the document, the information about the time when the workstep was finished and more.
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The “Clipboard” link will show you a window with a link (to copy) to the recipients envelope for signing. In case the signer has a problem with receiving the email, you can send the link to the recipient via other channel (e.g. instant messenger).
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Document Preview
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The document preview will show you a small and, by clicking on it, a large preview of the document.
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You can also download CSV (comma-separated values) files. So you can open them in e.g. Microsoft Excel for analysis or reporting.
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The CSV contains:
- ID of the envelope
- Name
- State
- Sender
- Sending Date
- Expiration Date
- Subject
- Document(s) as CSV
- Recipient(s) as CSV
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If you open a template, where you have already set signature and form fields, but you need to replace the document without losing the configuration, just click after loading the template, on the replace icon of the document.
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Document Tags and Placeholders
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