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Document Menu Overview

Article author
Learning Center Mekari
  • Updated

The Document menu is a menu that you can use to manage your documents in Sign. The following is a brief explanation of the Document menu:

No Button Name Explanation
1 All inboxes Contains information related to documents you receive and documents you send.
2 Sent Contains information about documents that have been sent. On the Sent tab, information about the signing status of your document will be displayed, whether it has been signed or not. If the document has been signed, the status will be completed.
3 Drafts Contains information about documents that you have not completed and still need to complete the information.
4 Trash Contains documents that have been deleted, where in the trash column the documents will be stored for 7 days.
5 Shared with me Contains documents shared with you.
6 Folders Displays the folders you have created to organize your documents more neatly. You can create new folders and subfolders by clicking the "+" icon.
7 Active Documents Click to enter the Active Document tab.
8 Need My Approval Click to enter the Need My Approval tab. This tab contains documents that require your approval.
9 Export Click to export the report in CSV format and view signing insights.
10 Upload document To upload documents to be signed and sent to the relevant parties.
11 Update Click to update your document data.
12 Need to sign Displays information on how many documents still need to be signed.
13

Pending documents

 

Displays information on how many documents have been sent and have not been signed by others.

 
14 Expiring soon Displays information on how many documents are approaching the contract expiration date.
15 Contract Renewal Displays information on how many document contracts need updating.
16 Completed Displays information on how many documents have been signed.
17 Status filters To filter documents based on status.
18 All dates To filter documents by date.
19

More filters

 Click to filter documents by:
  • Status
  • Date
  • Document creator
  • Signatory
20 Search To search for a document name.
21 Document table Displays all documents entered into your account, both those that have been signed and those that still need to be signed.
22 Sign Click to sign the document.
23

Action

 To perform actions on a document, namely:
  • Move to: To move a document to a specific folder.
  • Download: To download a document.
  • Export CSV report: To export document reports in CSV format.
  • Delete: To delete a document.

That is a brief explanation of the document page on Mekari Sign.