On the right-hand side of your documents, you'll find a box titled information requiring your attention. This is your document's unique Progress Card. The Document Progress Card guides users through all required actions.
- From the document's Progress Card, parties can track and complete the following:
- Required fields
- Approval workflows
- Request & Sign a document & view signatures remaining
Required Fields
- Fields marked as required must be filled by the assigned party. Once all assigned fields have been completed by the assignee, that assignee can sign the document. They do not need to wait for fields assigned to other users to be completed.
- To fill a required field, Click directly into the selected field box and add your information. To move more easily through the fields, select Start to begin and next to move from one field to the next
- Enter the appropriate information
- Save your field data by clicking the Save.
Who sees Fill required fields?
- Third parties with Limited editing rights can see a field count of only the fields they can fill.
- Third parties with full editing rights see the field count of all fields in the document.
- If the document does not contain any fields, the Start step will not appear in the document progress card
Internal Workflow
- Internal Users can request to start the approval workflow process by selecting request. From here they can request or request with a custom message.
- Approvals that are remaining will appear, and the options button will allow you to resend the request, or cancel the request. This information is visible only to Internal Users.
- If you are an approver, you can approve from this section
- Users can also interact with this feature in the traditional Workflows tab in the right-hand navigation panel
- If the document does not have an approval workflow set, the Approval step will not appear in the doc progress card at all.
Ready to Sign
- Once edits are resolved, and workflows have been completed you can move into the signing phase.
- Request Signature: This will move the document from edit mode into signing mode. Editing becomes locked, and only fields assigned to the users will be editable.
- Sign: If you are assigned as a signatory, you can click sign to add your signature.
- Configure Signers: Edit or add signatories
- Revert to Review: If no signatures have been added to the document, you can revert to edit mode and continue to edit the document.