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: