Options for Working with Uploaded Documents
You can perform several actions with uploaded documents. These might include filtering documents by certain parameters, transferring a document to another user, or deleting a document. The filters can be found above the list of uploaded documents, and the actions can be triggered by clicking on the three dots next to each document.
Filtering Uploaded Documents
If you need to find an older document or filter signed (or unsigned) documents, use the pre-set filters. You can filter documents by owner (if you are an administrator), status, applied tags, or creation date.
Actions with Uploaded Documents
You can trigger individual actions by clicking on the three dots next to a document. Alternatively, you can perform actions in bulk on documents– for example, when changing the owner, deleting, or adding tags.
Available Actions (Options) when Working with Uploaded Documents
Below are all the actions you can perform on documents, either individually or in bulk:
Action Name | Function |
Edit Document | Opens a form where you can continue editing the document from where you left off. |
Preview Document | If you have sent the document for signing, you can quickly preview it. |
Download Document | If you have sent the document for signing, you can quickly download it. |
Download Signature Protocol | If you have sent the document for signing, you can quickly download the signature protocol. |
Extend Signature Validity | If you have sent the document for signing, you can quickly adjust the validity period. |
Set Tags | Allows you to set identifying (searchable) tags. |
Change Owner | If you have sufficient permissions, you can transfer the document to another owner (e.g., a colleague). This is typically used when an assistant is preparing a contract, but the user sends it for signing. |
Cancel Signature | If you have sent the document for signing, you can quickly cancel the signature. |
Delete | Deletes the document. |
Export | Available for bulk actions. Exports the overview of automated documents to Excel. |