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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 seeĀ Roles and Permissions. |
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Figure | Description |
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Sends the reminder email to the pending next signer(s) who are allowed to take an action.
Cancel
Cancels the workflow of the envelope. No further signing is possible on a cancelled envelope. The envelope remains in the system.
Delete
Deletes the workflow. The envelope will no longer be visible in the system and cannot be recovered.
Unlock
Available only in case of parallel signer activities, where one signer already opened it but didn't finish the activity yet.
Attention: Unlocking a parallel envelope will result in loosing all possibly done changes of the current recipient so far (form filling, signing). It will go back to a status as before the recipient opened the envelope.
There is no automatic unlock, so if the signer never completes the assigned (and started) activity, and the sender doesn't unlock it, the envelope remains locked.
JSON Download
With the JSON button it is possible to download the envelope configuration in JSON.
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