By default, the document page displays signed file (only) in an organized manner. If the workflows' documents are stored in a folder, they would be listed in folder section containing files in it. And, if there are no folders being assigned, workflows are listed in Unorganized Envelope section. [Video Preview]
These folders are sorted alphabetically making it easier for clients to track their target folder based on its name.
Search Documents / Envelopes
You can search for your desired envelopes or documents (Separately) by using the drop down present at the top of document management page. [Video Preview]
Delete Documents in Bulk
The new version of our signing solution provides a way of deleting documents in bulk. Now onwards, users can delete several files in bulk instead of spending time in deletion of document one after the another. [Video Preview]
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Note - Restore the deleted files through administrative rights by using the Trash folder of GMO Sign 2.0. |
Move Unorganized Envelopes to Folder
There is a simplified approach of moving unorganized envelopes to targeted folder directly from the Document management panel. Simply check the checkbox of source envelopes, click on Move to folder button, and finally, select the destination folder. It makes it easier for users to organize envelopes' documents in internal folder. [Video Preview]
Investigate Details of Each Document / Envelope
Refer to the documents section of GMO Sign 2.0 and click on the 'Document Name' of any listed one. From the detail page, you can take preview of document, analyze the signer(s) and requestor information, retrieve document registration date, etc. [Video Preview]