Sign Documents

Created on Mar 06, 2025 | By sakshigore
Last Updated on Mar 06, 2025
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Sign Documents

The Sign Documents section allows users to manage and track the signed  documents within the system. Users can search for specific documents, check if they have been signed, and view relevant details for each document. Below are the columns available in this section, providing quick insights and actions for document management:

  1. Document Name
    Displays the name of the document that requires or has been signed.
  2. Receiver Name
    Shows the name of the person or entity to whom the document has been sent for signing.
  3. Is Signed(Status)
    Indicates whether the document has been signed by the receiver. A simple “Yes” or “No” status helps users know if the signing process is complete.
  4. Signed Date
    Displays the date on which the document was signed by the receiver.
  5. Added Date
    Shows the date when the document was added to the system, helping track the document’s history and timeline within the signing process.
  6. Action
    Provides options for actions related to each document, such as Edit the document, delete , or download a signed copy This column enables users to take quick actions directly from the list, which are
    1. Edit Document
    2. Delete

Search 

Users can use the Search function to locate specific documents based on criteria such as document name, receiver name, or signing status. This feature helps streamline the process of managing multiple documents by enabling quick and targeted searches.

User will be able to perform below actions : S

Delete

  • Remove selected documents from the system permanently.

Refresh

  • Reload the list to ensure it displays the most current information. This is helpful for checking the latest status for updates on documents.

Show Card View

  • Switch from the default list view to a card-based view, offering a more visual display of each document’s details.

Column Display Options : Allows users to customize table columns as per their need.

  • Toggle All: Select or deselect all columns at once to customize the data displayed in the table.
  • Select Fields: Choose specific fields to display, allowing users to focus on the most relevant information. Available fields include:
    • Document Name
    • Receiver Name
    • Receiver Email
    • Mail Subject
    • Is Signed
    • Signed Date
    • Added Date
    • Action
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