![Print](INVALID-TITLE:<span style="margin-right:10px;"></span><span class="d-none d-md-inline"><span id="t-print" style="position: relative;bottom:2px; left:1%; z-index:9999; padding:0; margin:0;">[[File:Icon_Print.svg|Print|1px|link=http://localhost/stage/tango/index.php?title=ViewSign_Cloud_User_Guide_Envelope_Management&printable=yes]]</span></span>
<span class="d-none d-md-inline"><span id="t-print" style="position: relative;bottom:2px; left:1%; z-index:9999; padding:0; margin:0;">[[File:Icon_Print.svg|Print|30px|link=http://localhost/stage/tango/index.php?title=ViewSign_Cloud_User_Guide_Envelope_Management&printable=yes]]</span></span>
[[Category:Template]]
[[Category:Archive]]){kind=small}
ViewSign Cloud User Guide Envelope Management: Difference between revisions
From ViewSonic Documentation
Created page with "=Documents, Filter and Status= ==Document Status Icons== ==Envelope Details== ===Edit & Delete Recipient=== ===Clipboard=== ===Document Preview=== ===Filter Docume..." |
|||
| Line 1: | Line 1: | ||
=Documents, Filter and Status= | =Documents, Filter and Status= | ||
Documents will list your sent envelopes & drafts and envelopes you have to sign (sent by someone else). It also shows you the envelope status and allows you to filter and manage the envelopes. | |||
'''Features''' | |||
* Search: enter a text to search the envelopes | |||
* Status: an icon shows the status of the envelope | |||
* Actions: direct on-click to sign or continue | |||
* Export as CSV: export current list of envelopes (e.g. for a reporting) | |||
* Sort by: recent activity or envelope name | |||
* Filter: click on a filter from the menu to apply it to the current list. You can easily apply more filters to the selection or remove them one-by-one. | |||
==Document Status Icons== | ==Document Status Icons== | ||
| Line 21: | Line 29: | ||
===Download as CSV=== | ===Download as CSV=== | ||
=Templates= | =Templates= | ||
Revision as of 09:14, 29 July 2020
Documents, Filter and Status
Documents will list your sent envelopes & drafts and envelopes you have to sign (sent by someone else). It also shows you the envelope status and allows you to filter and manage the envelopes.
Features
- Search: enter a text to search the envelopes
- Status: an icon shows the status of the envelope
- Actions: direct on-click to sign or continue
- Export as CSV: export current list of envelopes (e.g. for a reporting)
- Sort by: recent activity or envelope name
- Filter: click on a filter from the menu to apply it to the current list. You can easily apply more filters to the selection or remove them one-by-one.