Managing Your Documents

All documents including those that have been signed or redacted can be managed from the documents page which you can access by logging into your account and looking to the left side of your screen. Your documents will be listed in descending order, but to locate any specific document you can search by title or content - simply click the search icon and the search bar will extend outwards. You can also sort your document in ascending or descending order based on all the properties listed in the table header [name of document, owner, size, date uploaded, and type].

Clicking on the menu button for each respective document opens up a popup menu with a few options including:

* Initiating an e-signature request with the document.
* Creating a template using the document.
* Sharing the document with your team.
* Uploading the document to OneDrive, GoogleDrive, Box, Drop Box etc.
* Downloading the document.
* Signing the document yourself.
* Redacting the document.
* Viewing the document.
* Renaming the document and more.

It is important to point out that the options you will see will depend on the type of document, whether it is attached to a template, and if attached to an e-sign request that is incomplete.

Documents that have been sent out as an e-sign request will be listed here, but you an also access those documents from the "Get information" option located in the "Request" page - which you can access by expanding the "Request Details" dropdown.