If your company, shell, or project is configured for E-Signatures (E-Signatures functionality is enabled), then:
- The "Search" window within the DM log displays the "E-Signature Status" as an option enabling you to search for files with particular E-Signature statuses within the DM. The search parameters are available at the very end of the list of all other parameters within the "Search" window, and you can conduct a search on the basis of E-Signature Status.
- Your search results log displays the "E-Signature Status" enabling you to filter the DM files based on the E-Signature status that you are searching for.
- The View > All option enables you to view all files and run the find option on the "E-Signature Status."
If your company, shell, or project is configured to display a value for the E-Signature type (AdobeSign or DocuSign), then:
- When you export, or import, the structure and properties of a file in the DM, the csv will contain an additional column: "E-Signature Status," before the "Categories" column. The value of the status cannot be modified because the value is system-populated based on the file status through the E-Signature process.
- An export file is populated with the E-Signature status value, but an import file will always ignore the values contained in the "E-Signature Status" column.
Note: If you enter values in this column during import, Unifier will ignore your input and run the import for remaining columns that allow modification.
If there are pending e-signature tasks for an existing E-signature type and you change the E-Signature type at shell or project level, then Unifier will display an alert message allowing you to recall those pending e-signature tasks and change the E-Signature type. If you do not recall the pending tasks, then the E-Signature type at shell or project level will not change.
If you change the E-Signature type of a shell or project from "Default" to another value that matches the "Default" set at the company level, and there are pending E-Signature tasks for the "Default" E-Signature type, then Unifier displays a message that the newly chosen E-Signature Type value is the same as the company Default and allows you to decide whether you still want to change the E-Signature type, or not. The same behavior applies when you change the E-signature type to "Default," and the "Default' value is the same as the current E-Signature type value.