Document Manager (DM) Log

If your company or project/shell is configured for E-Signatures (E-Signatures functionality is enabled), then:

The Search window within the DM log displays E-Signature Status as an option, which lets you 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, which lets you filter the DM files based on the E-Signature status that you are searching for.
The All option under View lets you view all files and run the find option on the E-Signature Status.

If your company or project/shell is configured to display a value for the E-Signature type (Acrobat Sign or DocuSign):

When you export, or import, the structure and properties of a file in the DM, the CSV or Microsoft Excel file 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, the system 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 project/shell level, the system will display an alert message that lets you recall those pending e-signature tasks and change the E-Signature type. If you do not recall the pending tasks, the E-Signature type at project/shell level will not change.

If you change the E-Signature type of a project/shell 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, the system displays a message that the newly chosen E-Signature Type value is the same as the company Default and lets you decide whether you still want to change the E-Signature type. 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.

Last Published Friday, April 11, 2025