Signature Reports: Action Menu

The purpose of all of the Action Menu options in the Signatures Reports, as well as when and how to use them are outlined below. This reporting section displays all documents that have been delivered to the client but have not been archived. 

Download Documents

This option allows you to download signed forms. 

Please note:

Documents in any status can be downloaded. Only documents in an E-Signed status will contain an audit report. 

1. Click Download. 
2. Click the file name to download an individual PDF OR
3. Click Download All to download a .ZIP file containing all signed documents.

Resend Access Link

This option allows you to send the access link to the recipient again.

Please note:

This option is only available for recipients who have already signed. To resend the link to a recipient who has not signed, use the Send Reminder button. 

1. Click the Action(...) menu. 
2. Click Resend Access Link.
3. Click Resend Link. 

Set Access

You can restrict access to any document to the users of your choice. 

1. Click the Action(...) menu. 
2. Click Set Access.
3. Drag and drop users from the Available Users column to the Users with Access Rights to grant them access to the document. 
   
   • If there are no user rights restrictions, Everyone will appear under Users with Access Rights column.
4. Drag and drop users from Users with Access Rights to Available Users to restrict access to the document. 
5. Click Save to confirm any changes. 

Cancel Document

You can cancel a document to render the access link(s) to the document invalid. The line item will stay in the Signature Reports section for your records. Recipients will no longer have access to the document(s). 

1. Click the Action(...) menu. 
2. Click Cancel Document.
3. Click Yes, Cancel it. 
4. Enter the reason for canceling the document.
   • This can be referenced at a later date by clicking on the 'Canceled' status in the Signature Status column. 
5. Click Cancel Document. 

View Access Code

This option allows you to view or generate an access code for the document recipient. 

Please note:

• You can only view/generate access codes for documents that have access code authentication required.
• There must be an active access code for this option to be available.  
• The code will not be re-sent to the recipient's phone or email address; it must be provided by other means. 

1. Click the Action (...) menu.
2. Click View Access Code. 
3. Click the Generate Access Code button. 
4. View the new code in the Access Code column. 

Send Reminder

You can manually send a reminder to the client so that they can sign their document(s). The reminder email will be delivered immediately. You can also adjust scheduled automated reminders. These options are only available for documents that have not been signed. 

Send Reminder Now

1. Click the Action (...) menu.
2. Click Send Reminder.
3. Click the Send Reminder Now tab.
   • A red warning will appear if automated reminders are enabled. 
4. Click Send.

Schedule Automated Reminder

1. Click the Action (...) menu.
2. Click Send Reminder.
3. Click the Schedule Automated Reminder tab. 
4. Click the Signing Reminder toggle on or off. 
5. Click the Send Signing Reminder drop-down to select a reminder time frame (if reminders are turned on). 
6. Click Save to save any changes made. 

Document Note

You can view or add notes to your Signature documents. Any user with access to the document can also view or edit the note. 

1. Click the Action (...) menu.
2. Click Document Note.
3. Type the note into the Document Note window.
4. Click Save. 
   • If editing the note, you will select Update. 

Client Tracking

This option allows you to see the actions taken by the firm and the client. 

1. Click the Action(...) menu.
2. Click Client Tracking.
3. Review client tracking events. 

Edit Client Details

This option allows you to edit the recipient(s) email address and authentication method. 

Please note:

Client details can only be edited for unsigned documents. 

1. Click the Action(...) menu.
2. Click Client Tracking. 
3. Edit the recipient(s) email address. 
4. Edit the authentication method for the recipient(s). 
5. Click Save to save any changes made. 

Report a Problem

This option allows you to send a report from a specific document to our Support team. This provides them with additional document details that may be useful for troubleshooting. 

1. Click the Action(...) menu.
2. Click Report a Problem. 
3. Enter a Description of the issue. The more details, the better. 
4. Click Submit to send the report to our Support team.

Delete Document

This option allows you to move the document from the Signature Reports section to the Recycle Bin section. Deleted documents can be restored or permanently deleted. Permanent deletion is not recommended. 

Delete

1. Click the Action(...) menu.
2. Click Delete Document.
3. Click Confirm to delete. 

Restore

1. Navigate to the Recycle Bin under Signatures in the left panel.
2. Check the box to the left of the client's name.
3. Click the Restore button above.
4. Click Confirm to restore the document(s).

The document is moved back to the Signature Reports section.  

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