How Do I Make the Most of the Features in My Documents Dashboard?
How do I update my document after it's been sent? What is the copy feature? Why is my document in progress? Answers to these and other questions in this article can be found in your Documents Dashboard.
Update & Resend
Let's say you already sent your document but realize that you still need to add another signature or reassign one of the fields to a different recipient. From your Documents dashboard you can choose to update and resend the document by clicking on the "Update & Resend" option from the dropdown menu at the end of the document's row:
A warning message will display, reminding you that anyone who has already signed the document will be required to sign again (for legal reasons). Click "OK" to continue:
From here, you'll be able to add another document to the original document that you're already updating, or you can replace the original file with another (the data entry fields will be transposed onto the new file):
Hit "Continue" to add or remove recipients from the document:
Finally, you'll be directed to the document builder where you can adjust fields that you've already placed and add or remove others.
To add or reassign a contact from the builder, click on the dropdown menu next to the person's name in the field box and choose a different contact or add a new one:
Create a Copy
Back in your Documents dashboard, you can choose to make a duplicate of your document from the dropdown at the end of the document row:
If your document has already been completed, creating a copy is the only way to resend the document.
Duplicating a document will also duplicate all fields and any information in the fields, except recipient signatures/initials. The copied version of your document will be listed in your dashboard in "Draft" mode, meaning that you can edit this version of the document and send it:
Organizing Your Documents With Labels
If, for instance, you find you're sending a lot of documents to the same recipient/s, you could begin labeling those documents with that recipient's name or email address.
You can add a label to your document from the dropdown at the end of the document row:
If you've already created some labels, you can search for them and select the ones you need. Otherwise, click "Create New Label":
Enter the label's name and click "Create," then check the box next to the label/s that you'd like to add to the document, and hit "Save":
Once you've added the appropriate labels to your documents, you can search for the documents under a specific label in the Search bar under the heading "LABELS":
Document "In Progress" Status
When your document's status shows "in progress," that means one (or more) of the recipients involved still need to complete the document.
By hovering over "status" or "in progress," you can see who the document is waiting on before it can be marked as completed:
If enabled, the system automatically sends out reminders after a document's been sent, nonetheless, if you'd like to send a manual reminder, you can do so from the dropdown menu at the end of the document row:
Another important feature in your Documents dashboard is the ability to archive documents. You can learn more about that here.
We hope you enjoy the system!