Manage Packages

The Manage Packages feature allows you to search for previously created packages. Once search results are returned, you can edit a previously created package as well as individual signing documents found in that package. You can also send or resend previously saved packages.

 

Package statuses are indicated by a corresponding color-coded folder . The number on each folder indicates how many documents are in each package.

 

  •  Yellow: Out for eSign – The package has been sent for signing.

  •  Orange: Ready to eSign – The package has been saved (but not sent) and can still be edited.

  •  Green: Completed – All documents have been signed by the required signers.

  •  Blue: Partially Signed – The package contains one or more documents that have been partially signed. A signing status icon  appears next to each partially signed document. You can click this icon to see which signers have not yet signed.

  •  White: Waiting for Documents – The package contains requested documents that have not yet been submitted.

  •  Purple: Declined – The package contains one or more documents that have been declined. A question mark box  appears next to each declined document. You can click on this box to see why a signer declined to sign a specific document.

 

Audit Information

 

When a package has been signed and completed by all parties, from the Package Results screen, you can click the Download All Documents  button to view all completed documents along with the associated audit information. For more information, see Download a Completed Package below.

Add to Existing PackageAdd to Existing Package

The "Add to Existing Package" model has been updated to include several ways to filter and search for existing packages. Users with the appropriate permissions can now search and filter by Package Name, Created-By Date, and Created-On Date. 

The user can choose to broaden or refine their search by selecting a new "Created After" date. 

The Package Search is automatically executed when selecting new criteria. 

Search by "Created By": 

The user search by the "Created By" field if they have the "View/Edit All Packages" permission. When searching on "All", or any user other than the currently logged-in user, there is a "Created By" column in the package result list. 

Search for a PackageSearch for a Package

 

 

  •  Yellow: Out for eSign – The package has been sent for signing.

  •  Orange: Ready to eSign – The package has been saved (but not sent) and can still be edited.

  •  Green: Completed – All documents have been signed by the required signers.

  •  Blue: Partially Signed – The package contains one or more documents that have been partially signed. A signing status icon  appears next to each partially signed document. You can click this icon to see which signers have not yet signed.

  •  White: Waiting for Documents – The package contains requested documents that have not yet been submitted.

  •  Purple: Declined – The package contains one or more documents that have been declined. A question mark box  appears next to each declined document. You can click on this box to see why a signer declined to sign a specific document.

 

  

 

 

Note: If this is a handoff from ProDOC to eDOCSignature, double-clicking on the Menu button brings you back to the main menu of ProDOC. 

 

Edit or Resend a PackageEdit or Resend a Package 

Note: If your redirect URL uses an HTTPS protocol, you do not need to enter the full URL. (e.g. myredirectURL.com).

If your redirect URL uses an HTTP protocol instead of an HTTPS protocol, you must enter the full URL (e.g. http://myredirectURL.com). 

 

  •  – Deletes the package from the eDOCSignature system. 
  •  – Resets the package to its original status.
  •  – Closes out all signed documents and cancels any unsigned documents. 
  •  – Sends the package out for signing.
 
 

 

Grouping order refers to the order in which signers receive a document for signing. For example, if two signers are set to be included in Group 1 and one signer is set to be included in Group 2, the signer in Group 2 will not receive the document for signing until both signers in Group 1 have completed the signing process. 

 

Edit Documents in a PackageEdit Documents in a Package

 

Reorder Documents in a PackageReorder Documents in a Package

 

Download a Completed PackageDownload a Completed Package

Note: When completed documents are opened, they are marked with a stamp in the top-left corner of every page to indicate the document is locked and unable to be edited (shown below).