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:
|
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. |
To print the information displayed on the screen. Your other options are:
| |
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:
- Name
- Form
- E-Signature Status
- Subject
- Location
- Received Date
- Completion Date
When you click on an item in the E-signature log, the right-hand part of the log provides properties information.
Last Published Saturday, July 13, 2024