View signing package details

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

The page shows:

  • General signing 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 Send email the following dialog will be displayed:

Changing the email address of a recipient is available by clicking the 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.

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

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

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

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

In the Settings tab a 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

  • Before

    Number of days before expiration date when the reminder email will be sent

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