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This product section is only visible if the user has the following permission enabled (either by a predefined or a custom role):
For more information please also see Roles and Permissions. |
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The unfiltered envelope view page allows to open filter views on envelopes. Each filter view in general has following appearance:
Functionality of the envelope filter view
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The list of envelopes does not refresh automatically e.g.
To refresh the list in such scenarios, it is required to use the refresh button.! |
Available Filter Views
Envelopes by status
Drafts | Lists all envelopes that have been created by the user in the WebUI or via API, or via one of the Enterprise Connectors, when the envelope has not yet been sent. | |||
Completed | Lists envelopes which are in status "completed". Note that this view does not contain "rejected" nor "expired" envelopes.
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Active | ||||
Action required | ||||
Waiting for others | ||||
Expiring soon | ||||
Rejected | Lists envelopes which have been rejected by a signer. | |||
Canceled | Lists envelopes which have been cancelled by the sender (or another user with permission on the envelope) | |||
Expired | Lists envelopes which have been expired due to configured envelope expiration. | |||
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When restarting an expired envelope, the formerly given signatures of finished worksteps remain, and the signature workflow is being continued with the next pending activity.
Cancel
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If a bulk parent is canceled all bulk children will be canceled and are therefore blocked from further signing activities. Additionally the bulk parent status will change to completed. Further information about bulk sending can be found here: Bulk Sending Scenario - Request Signature of same Company Policy by all Employees |
Blocks an envelope from further signing activities, but the envelope remains available on eSignAnyWhere platform.
Delete
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If a bulk parent is deleted all bulk children will be deleted as well as the bulk parent. Further information about bulk sending can be found here: Bulk Sending Scenario - Request Signature of same Company Policy by all Employees |
Deletes an envelope entirely from the eSignAnyWhere platform. We strongly recommend, in case of formerly signed documents, to store the signed document and the audit trail which is the legal evidence, in a DMS before deleting an envelope from the platform - but keep in mind that envelopes may also be deleted automatically when the document retention period configured for the organization is expired for an envelope.
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The bulk document filters focus on the fact that envelopes can be sent as part of a bulk sending operation. See Bulk Signing Assistant documentation for details about bulk sending.
The document filters for bulk envelopes show envelopes sent as bulk by the currently logged in user, and those sent by a team member or the team lead if shared within the team. See Team Configuration Reference for more information about team sharing.
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