E-signatures

When a Send for E-Signature action is taken, and one or more documents are sent to Unifier users (internal user, external user, or proxy user), an entry is made in the E-Signatures functional node to enable the user to act on the E-Signatures task. Refer to the Unifier User Help, "Working with E-Signatures" for details. The E-signatures log has the following toolbar options which enable you to work with each E-signature item:

Toolbar Options

Description

View

To set the items in the log by selecting one of the following options:

  • All < default
  • Group by Status
  • Create New View
  • Manage Views

Edit View

To select which columns to be displayed or remain hidden, apply filters, group and sort by available fields and to save custom views.

Delete

To delete an item in the log.

Refresh

To update the information displayed on the screen.

Print

To print the information displayed on the screen. Your other options are:

  • Export To CSV
  • Export To Excel

Search

To search for related items.

Find on Page

To filter results displayed on the screen. In any column, begin typing in the field below the header to trigger results.

The E-signatures log has the following columns which provide details about each E-signature item:

When you click on an item in the E-signature log, the right-hand part of the log provides properties information.


Last Published Wednesday, December 20, 2023