Kofax SignDoc Standard 2.1.0 - Online Help

View package details

A user can view the details of a package when selecting View on the Signing Packages page for a dedicated package.

 

 

The page shows:

•General package information

•Recipients information

•Documents information

•Signing package settings

•Audit trail table

 

 

In the Recipients tab a user can start the Sign now process, see In-person signing session chapter for a detailed description.

With Send email to all a user is able to resend an invitation to all recipients to start the signing session for a signing package.

 

 

For a selected signer Sign now and Send email are available.

 

 

Clicking the Send email button the following dialog will be displayed:

 

 

Changing the email address of a recipient is available by clicking Edit link for a required recipient.

 

 

The following form to edit email will be displayed:

 

 

By clicking Show details advanced information is expanded including Certifications, Authentication and Supplemental Documents.

In Supplemental Documents section it is allowed to download supplemental documents, which were uploaded by a recipient.

 

 

User can regenerate an access code for a specified recipient if authentication method is Access Code for the recipient:

 

 

By clicking Generate new Access Code link, the dialog with new generated access code will be displayed:

 

 

If authentication method is external authentication for a recipient, the corresponding provider name is displayed:

 

 

In Documents tab a user can download documents (all or a selected one):

 

 

In Settings tab user can check notifications, audit trail settings, reminders.

 

 

Reminders can be set to

After - number of days after the send date when the reminder email will be sent

and also

Before - number of days before expiration date when the reminder email will be sent

 

Audit Trail tab has a table with audit trail of a signing package:

 

 

 

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