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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:
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No Button Name Explanation
1 All inbox Contains information related to documents you receive and documents you send.
2 Sent Contains information about documents that have been sent. The Sent tab displays the signing status of your document, indicating whether it has been signed or not. Once the document has been signed, its status will be completed.
3 Scheduled Contains information regarding documents scheduled for signing.
4 Drafts Contains information about documents that you have not completed and still need to complete the information.
5 Trash Contains documents that have been deleted, where in the trash column the documents will be stored for 7 days.
6 Shared with me Contains documents shared with you.
7 Folders Displays the folders you've created to organize your documents more neatly. You can create new folders and subfolders by clicking the "+" icon.
8 Export Click to export the report in CSV format and view signing insights.
9 Upload document To upload documents to be signed and sent to the relevant parties.
10 Update Click to update data.
11 Needs to sign Displays information on how many documents still need to be signed.
12

Pending document

 

 Displays information on how many documents have been sent and not yet signed by other people.
13 Expiring soon Displays information on how many documents are approaching the contract expiration date.
14 Contract Renewal Displays information on how many contract documents need updating.
15 Completed Displays information on how many documents have been signed.
16 All documents

Tabs for viewing a list of all existing documents across various categories or statuses. For example, documents uploaded individually or in bulk (groups).

On this page, you can select individual document names using the checkboxes next to each name, or use the checkbox next to the Document Name table header to select all documents at once. This way, you can sign all the selected documents simultaneously.
17 Document groups Tab to view the Group documents list which contains multiple documents uploaded in a group unit.
18 Filter status To filter documents based on status.
19 Select last modified To filter documents by date.
20

All filters

Click to filter documents by:

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

To perform actions on a document, namely:

  • Void : To cancel a document, the eSeal on the document will be forfeited if the document is cancelled.
  • Resend : To resend the document to the user.
  • Share: To share a document with recipients inside or outside User Management, the user who wants to share must provide the recipient's email address.Furthermore, if the user is not the document creator (signer/receiver), when sharing a document, the document creator will receive an email to approve the request.
  • Edit signer: To change or add the email of the recipient/signer of the document.
  • Document passcode: To add a passcode to a document.
  • Document settings: To enter document settings
  • Duplicate: To duplicate a document.
  • Link document: To link the document to another document.
  • Move to: To move a document to a specific folder.
  • Download: To download the document.
  • Export CSV report: To export document reports in CSV format.
  • Export summary: To export a summary of the document.
  • Delete: To delete a document.

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