View all documents of your enterprise
Last updated
Last updated
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SigningHub allows you to keep an eye on all the documents within your enterprise and take appropriate actions against them as required. The documents are listed from document owners' perspective, which implies you can see the workflow progress of documents (i.e. Draft, In-Progress, Pending, Completed, and Declined) that an enterprise user owns.
However to comply with the security and integrity standards, SigningHub wont allow you to open and view any enterprise document that is not related to you.
Login with your enterprise admin credentials.
Click "Configurations" in left menu and click "Documents" under Documents & Signing options in Enterprise Configurations section.
All the document packages within your enterprise will be listed in their respective statuses. Click on any document to see further details.
Here is the basic set of information associated with each enterprise document(s) package in the list:
Names of documents separated by commas in a package.
Current status of document(s) package.
Name and email address of document(s) package's owner.
Size of document(s) package.
Date on which document(s) package was last modified, i.e. shared, form filled, signed, declined, etc.
Click "Manage recipients" to access the "Workflow" dialog that displays the workflow information i.e. full list of recipients along with their email address, role, collaboration sequence, and processing status (i.e. done, undone, or declined). In addition, you can also update the placeholders for the recipients.
You can export the metadata related to your enterprise documents in the .xlsx format. The downloaded file will contain the following information about the enterprise documents; Package ID, Title, Owner Name, Owner Email, Date Created, Last Modified, Workflow Type, Status, and the Size. To export the metadata information:
Click on the "Export to excel" button and the .xlsx file containing the metadata of all your enterprise documents will be downloaded.
Click "Advanced search" button. The "Advanced Search" dialog will appear.
Specify the available information in the respective fields and click the "Search" button. SigningHub will retrieve the documents by incorporating all the provided parameters in the search.
In the "Owner" field, a user could enter either the name or the email of the document owner. All the documents containing the searched keyword, as the document owner, will be listed.
In the "Recipient" field, a user could search for a document using either the name or the email of the recipient. All the documents containing the searched keyword, as a recipient, will be listed.
By default all your enterprise document(s) packages are listed in the grid. You can filter them out on the basis of the "Draft", "In-Progress", "Pending", "Completed", and "Declined" statuses.
By default up to 10 document packages are displayed in the main grid. Click next to view more enterprise documents in the list accordingly. The system will keep fetching the ending records accordingly. The system will also show the count of displayed and existing (total) documents at the bottom of the grid.
