Dashboard walkthrough
The Documents dashboard lists all documents that were ever shared with you or that you have created. This includes both Word and eSign documents.
To access the Documents dashboard, click on Documents in the main navigation menu.
The Documents dashboard has two main elements: the navigation menu on the left and the tab-based documents list on the right.
Using the navigation menu and the tabs in conjunction will help you easily find the document you are looking for. For instance, click on Created by me in the menu and then on the eSigned tab to view all documents you had created that have been eSigned by all parties involved.
Click on the check box at the top of the document listing to view bulk actions.
Click on alongside any document to see all actions you can take on that document—these actions may vary from document to document depending on the type of document, the status of the document, and whether you are the owner, collaborator, approver, or eSigner.
Documents dashboard menu
The menu on the left of the Documents dashboard has the following navigation items:
All documents: Will display all documents that you were a part of, as the owner, collaborator, approver, or eSigner.
These documents are further distributed tab-wise into: All, For my action, Pending for others, Concluded, Drafts, eSigned, Voided, and Declined. Learn more about Documents dashboard tabs.
Created by me: Will display all documents that you have created or are the owner of.
Documents in Created by me are further distributed tab-wise into: All, For my action, Pending for others, Drafts, Concluded, eSigned, Declined, and Voided. Learn more about Documents dashboard tabs.
Shared with me: Will display all documents that were shared with you by others. These are documents where you were added as an approver, collaborator, or eSigner by someone else.
Documents in Shared with me are further distributed tab-wise into: All, For my action, Pending for others, Concluded, eSigned, Declined, and Voided. Learn more about Documents dashboard tabs.
Starred: Will display all documents that you have starred.
Documents in Starred are further distributed tab-wise into: All, For my action, Pending for others, Drafts, Concluded, eSigned, Declined, and Voided. Learn more about Documents dashboard tabs.
Archives: Will display all documents that you have archived.
Documents in Archives are further distributed tab-wise into: All, For my action, Concluded, Drafts, eSigned, Declined, and Voided. Learn more about Documents dashboard tabs.
Trash: Will display all documents that you have deleted.
A document can only be deleted by the document owner. Once deleted, all added collaborators, approvers and eSigners will lose access to the document on DocuX.
Documents in Trash are further distributed tab-wise into: All, For my action, Concluded, Drafts, eSigned, Declined, and Voided. Learn more about Documents dashboard tabs.
Labels: Click on labels to view all system and personal labels. Click on any label to view all documents that label has been applied to.
You can create, edit, or delete labels by clicking on Manage labels. Learn more about labels.
Document dashboard tabs
The tabs in the main view of the Documents dashboard allow you to quickly sort through your documents based on their status.
All: Displays all documents.
For my action: Displays documents that you need to take action on.
Pending for others: Displays documents that are pending with someone else. These can be documents you own or those you were added to as a collaborator, approver, or eSigner.
Drafts: Displays documents you have created but haven’t added collaborators or sent for eSign yet.
eSigned: Displays documents that have been eSigned by all eSigners. These can be documents you own or those you were added to as an approver or eSigner.
Declined: Displays documents that one or more eSigners have declined to eSign or one or more approvers have declined to approve. These can be documents you own or those you were added to as an approver or eSigner.
Voided: Displays documents that have been declared void by the owner. These can be documents you own or those you were added to as a collaborator, approver, or eSigner.
Questions
Do I need to add documents in the respective tabs?
No. DocuX automatically sorts and moves your documents to the appropriate tabs.