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Kofax SignDoc Standard 2.1.0 - Online Help

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Void, delete and archive signing packages

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Void, delete and archive signing packages

Besides viewing the details of a package SignDoc Standard offers additional features for handling signing packages by a user.

 

Note Not every action is available in each status of a signing package.

 

Void a signing package

A user, which has access to a signing package, can cancel the package as long as it is not completed. It is possible to void a set of signing packages in Signing Packages view:

 

Click to change size

 

Or void a single signing package in Signing packages view:

 

Click to change size

 

Or void a single signing package in Package Details view:

 

Click to change size

 

By clicking the Void button the following confirmation dialog is displayed:

 

Click to change size

 

If the user confirms the signing package(s) is (are) voided. Once a signing package is voided, recipients can no longer view or sign the signing package and it cannot be deleted from the system. Recipients are notified by SignDoc Standard.

 

Delete a signing package

A user, which has access to a signing package, can delete the package when it is completed. It can be done in Signing Packages and Package Details views (see Void a signing package).

 

Click to change size

 

Before deletion the following confirmation message box is displayed:

 

Click to change size

 

If the user confirms the signing package is removed from the system.

 

Archive a signing package

A user, which has access to a signing package, can archive a signing package when it is completed. It can be done in Signing  Packages and Package Details views (see Void a signing package).

 

Click to change size

 

Before archiving a confirmation dialog is displayed. If the user confirms the signing package is archived by the system.

Note Archived signing packages are filtered out in Signing Packages table by default.