Certain document operations can be performed even without opening a document. For this you need to simply select the document from the document listing and perform your required operation (i.e. preview, download, delete, rename, print, recall, etc.). There are multiple ways to select or open a document, i.e.:
| Required activity | How to perform? |
|---|---|
Selection-based document options are operations that can be performed on a single document or multiple documents collectively:
| When a single document is selected | When multiple documents are selected |
|---|---|
Based on its current status, each document in the document listing is shown with a particular button in the information panel. This button can additionally be used to open the document for the required operation, i.e. signing, reviewing, editing, or preparation.
| Document status | Button name |
|---|---|
When you select multiple documents and click the "Download" option, all the selected documents will be downloaded in a ZIP file. However, the documents that have been restricted from downloading because of their set permissions, will not be part of the Zip file.
Opening a document
Click on the name of the document.
Select a document and click the "View document" in the information panel.
Selecting a document
Click anywhere on the document row.
Check the checkbox next to the name of the document.
Selecting multiple documents
Check the checkboxes next to the names of the documents that you want to select.
Selecting all documents
Check the checkbox in the table header.
Check the checkboxes next to the names of all the documents.
Based on the status of a selected document, the following operations are available for a single document:
Package details
Download
Send reminder
Sign
Delete
Rename
Comment
Recall
Replicate workflow
Start a new signing process
Workflow details
Evidence Report
Move to folder
Based on the statuses of the selected documents, the following operations can be performed on multiple documents:
Download
Send reminder
Bulk sign
Bulk share
Delete
Recall
Share
Move to folder
Actions which can not be performed on multiple documents will hence be hidden from the information panel.
Approved Signed Edited Declined Completed In-Progress Draft
View document
Pending
Sign