Document List Overview

The document page not only provides a list of document, each row gives you important information about the document and recommends the next best action to take.

Document List Overview

• Name - This is the document name as specified when the document was created.
• Date - This is the date when the document was created
• Status with progress indicators - Shows the current document status.  On click, the progress indicator will display.  This shows where the document is at in the workflow and who the document is waiting on.  It's a great way to stay up-to-date on progress and ensure timely completion.
• Recipients - Displays the list of recipients included in the document
• Action button - The action button will automatically change to recommend the best next action to take based on the status of the document
• More Actions - The ellipsis for more actions gives you additional action to take on that document.  This more actions are also dynamic based on the status of the document.