Dashboard walkthrough
The eSign dashboard lists all eSign documents that were ever assigned to you or that you have created.
To access the eSign dashboard, click on eSign in the main navigation menu.
The eSign 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,
approver, or eSigner.
eSign dashboard menu
The menu on the left of the eSign dashboard has the following navigation items:
eSign documents: Will display all eSign documents that you were a part of, as the owner, approver, or eSigner.
These eSigns are further distributed tab-wise into: All, For my action, Pending for others, Drafts, eSigned, Declined, and Voided. Learn more about eSign dashboard tabs.
Created by me: Will display all eSign documents that you have created or are the owner of.
eSigns in Created by me are further distributed tab-wise into: All, For my action, Pending for others, Drafts, eSigned, Declined, and Voided. Learn more about eSign dashboard tabs.
Shared with me: Will display all eSign documents that were shared with you by others. These are documents where you were added as an approver or eSigner by someone else.
eSigns in Shared with me are further distributed tab-wise into: All, For my action, Pending for others, eSigned, Declined, and Voided. Learn more about eSign dashboard tabs.
Starred: Will display all eSign documents that you have starred.
eSigns in Starred are further distributed tab-wise into: All, For my action, Pending for others, eSigned, Declined, and Voided. Learn more about eSign dashboard tabs.
Archives: Will display all eSign documents that you have archived.
eSigns in Archives are further distributed tab-wise into: All, For my action, eSigned, Declined, and Voided. Learn more about eSign dashboard tabs.
You cannot archive a document you own if it is pending for others. If you don’t own the document, you can archive it at any stage.
Trash: Will display all eSign documents that you have deleted.
An eSign document can only be deleted by the document owner. Once deleted, all added approvers and eSigners will lose access to the document on DocuX.
eSigns in Trash are further distributed tab-wise into: All, For my action, eSigned, Declined, and Voided. Learn more about eSign dashboard tabs.
Labels: Click on labels to view all system and personal labels. Click on any label to view all eSign documents that label has been applied to.
You can create, edit, or delete labels by clicking on Manage labels. Learn more about labels.
eSign dashboard tabs
The document tabs on the eSign dashboard allow you to quickly sort through your documents based on their status.
All: Displays all eSign documents.
For my action: Displays eSign documents that you need to take action on.
Pending for others: Displays eSign documents that are pending with someone else. These can be documents you own or those you were added to as an approver or eSigner.
Drafts: Displays eSign documents you have created but haven’t 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 eSign documents that one or more eSigners have declined to eSign. These can be documents you own or those you were added to as an approver or eSigner.
Voided: Displays eSign documents that have been declared void by the owner. These can be documents you own or those you were added to as an approver or eSigner.
Questions
Do I need to add eSign documents in the respective tabs?
No. DocuX automatically sorts and moves your documents to the appropriate tabs.