Manage Digital signature requests for Smart docs

Once the Digital signature requests are created, you will be able to view all the requests in the Digital Signature tab under the Smart Docs module. 

Here you will have an overview of all the digital signature requests placed to your employees. 

Status

These are the statuses that you can see in the overview section, followed by the actions you can take from there: 

• Signed: all assigned signers have signed
• Awaiting response: nobody has yet signed 
• Pending delivery: the first signer still needs to sign 
• Declined: one of the signers has declined to sign 
• Canceled: signature requested has been voided
• Failed request: API failed 

Note: 

• Once the signature process is completed, the signed document will have the text "DigitalSigned" added to the actual name of the document under the Digital signature tab. 
• In a sequential delivery mode, the above-mentioned behavior will be seen when all the selected signers have signed the document. 
• Once the signature process is initiated, the credit is deducted from the balance, in case the process is canceled, the system will not return the digital signature credit to your balance.

Actions

You can perform the following actions on a digital signature request based on the Status:

• View Document - view the selected document 
• Send Reminder - send an email reminder to sign the document
• Void Document - cancel the digital signature request
• Request again - request a digital signature again

The following table lists the actions that can be performed depending on the status: 

Note: 

• When you perform Void Document action on a digital signature request with Sequential delivery mode, all the related signature requests will be canceled
• When you perform Void Document action on a digital signature request, the request will not be shown anymore under the Digital signature tab

Individual action

To perform an individual action, please follow the next steps:

• Click on the three dots button against a specific digital signature request
• The actions will be listed based on the status
• Click on the respective action based on your requirement

Bulk action

To perform a bulk action, please follow the next steps:

• Select the checkboxes to choose the digital signature requests
• Click the Actions button to see the list of bulk actions available based on the status
• Click on the respective action based on your requirement

Note: 

• View document action is unavailable under the Bulk action method
• The actions will be shown depending on the status overlap of the chosen requests. e.g. When you choose requests with Signed and Awaiting response status, you will be shown only the Void document under the Actions button