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Document Management

Document Management

Document Management

View pending envelopes, search for documents, set up MFA, and more.

Use the view only feature

Bespoke signer workflows with view-only are available on Enterprise plans. Step 1 From the dashboard, click ‘Get Started’ or ‘Templates’....
Add attachments to an envelope

Step 1 From the dashboard, go to ‘Get Started’ or ‘Templates’. Step 2 Click ‘Envelope Options’ in the top right...
View and download completed documents

Step 1 From the dashboard, go to ‘Folders’ on the left-hand side and then click ‘Completed’ from the list of...
View the audit trail of completed documents

The audit trail provides a detailed, time-stamped history of every action taken on a document, so you can verify who...
Send reminders for pending envelopes

Step 1 From the dashboard, go to ‘Folders’ on the left-hand side and click ‘Waiting for others’ in the dropdown....
Redirect pending envelopes to another signer

Step 1 From the dashboard, go to ‘Folders’ on the left-hand side and click ‘Waiting for others’ in the dropdown....

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