Filter users while selecting them for sending workflow request, adding them in address list, etc. This feature is available in the following scenarios:
1. Mentioning approver’s name in Please input approver contents window. [Video Preview]
Note - Only users who are registered in the Users menu will be displayed. You can filter users based on department name or usernames. |
2. Address book field in Signer content section while generating workflow. [Video Preview]
Note - Only users who are registered in the Address List of your account will be displayed. You can filter them based on company name, username, and email address. |
3. Filter users in address book that appears while enabling Setup checkbox in Receiver Settings. [Video Preview]
Note - Only users who are registered in the Address List of your account will be displayed. You can filter them based on company name, username, and email address. |
4. At the time of selecting signer’s name for inhouse digital sign or e-sign request, requestors can filter users to quickly select signer from the list. [Video Preview]
Notes:
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※Example: when the following users are registered in Users menu
Username - Mr.A - Organizational Unit :○○
Username - Mr.B - Organizational Unit :△△
<Organizational Unit> <Name>
(a) If you select ○○ ⇒ Only Mr. A will be displayed (Filtered by unit ○○)
(b) If you select △△ ⇒ Only Mr. B will be displayed (Filtered by unit △△)
(c) Nothing is selected ⇒ Both Mr. A and Mr. B will be displayed
5. While entering Our Signer details in Signer information pane of template page. [Video Preview]
6. In Address List section of user profile. [Video Preview]
Note - Only users who are registered in the Address Book of your account will be displayed. You can filter them based on company name, username, and email address. |