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changes.mady.by.user Christoph Bimminger

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changes.mady.by.user Manuel Gierlinger

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Info

This product section is only visible if the user has the following permission enabled (either by a predefined or a custom role):

  • User can view envelope list

For more information please also see Roles and Permissions.

Table of Contents

FigureDescription

Document Details Overview

  1. Remind the next signer who has an open task or all signers in a parallel use case to sign the document
  2. With "other actions" you can either cancel or delete the envelope
  3. Download the configuration of the envelope
  4. Recipients overview
  5. Recipients configuration allows:
    1. Delete a recipient
    2. Copy viewer link
    3. Edit recipient
  6. Preview of the document
  7. Message

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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

Image Added

Available only in case of parallel signer activities, where one signer already opened it but didn't finish the activity yet.

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