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Manage Details

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Manage Details

Click the triangle 96  to view more details for a specific transaction. Click column headers to sort A to Z or Z to A.

  • ENVELOPE CODE: This is a unique code for the message and may be referenced for troubleshooting.
  • SUBJECT: Subject of the email sent to signers.
  • CURRENT STATUS: This is the status of the message.
    • COMPLETED
    • WAITING FOR SIGNATURE
    • INCOMPLETE AND EXPIRED
    • TERMINATED
  • SENT: Date and time the message was sent for signature in the UTC time zone (GMT less daylight savings).
  • ENVELOPE DATA
    • DOCUMENT DETAILS: Name of the document(s) sent for signature.
    • ENVELOPE ID: Envelope Code
    • SENDER: Names of all recipients. There is a (P) after a name if it was set to PREFILL.
  • PASSWORD
    • ACCESS CODE TO SIGN DOCUMENT: Password to view and sign the document
    • ACCESS CODE TO OPEN SIGNED DOCUMENT: Password to view the signed document
  • DOCUMENT HISTORY: Time and date a document was sent, signed, completed or rejected.
  • DOWNLOAD (button): Click this button to download the PDF of the document sent for signature or signed.
  • DOWNLOAD DOCUMENT DATA (button): Document field data in XML available for downloading into a workflow system.

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