The E-archive menu choice opens the list where you see all the documents you have handled. As administrator you also see other people’s documents.
You can in various ways filter out exactly which documents you want to see. You can use free text search or select a specific status, a specific month etc.
Open a document by clicking on sender or document name.
For each document you see a status icon and a time and date for the latest event.
Draft
The document is sealed with a digital signature
Cancelled
Sent
Signing process was started
Delivered via SMS or email
Email opened
Online opened
Signed
Overdue
Withdrawn
In the list you can select one of more documents and choose:
- Send reminder
- Withdraw
- Erase
- Download
- selected PDF documents to your computer
- all documents in the e-archive, as meta data in a comma separated text file.
Under E-archive you also find other tools, for handling templates and attachments, for example.