Managing eSignature Documents

One of the advantages of using Upsign is that we store all your documents and help you manage the documents from beginning to end.  In this article, we'll highlight some best practices and strategies for managing documents in your account.

Viewing the progress of in-flight documents

After sending a document, it's a good practice to monitor the activity and progress of the document to drive the document to completion.  Upsign offers a handful of features that will help you do just that.

• Monitor the progress and completion of documents through the progress status indicator.
• Automate document progress by enabling notifications to alert you of actions take or not taken on a document.
• View document activity and details to see who has taken action on a document and who hasn't
• Visualize the document flow through the signing order.  This visual helps you see who should sign the document and in what order so you can manage progress and engage recipients as needed.

Modify in-flight documents

After a document is sent, the sender can make modifications to the document as needed.  Some common practices for modifying in-flight documents, include;

• Help recipients access documents and overcome email delivery issues by sending recipients a unique link to the document.
• Remind recipients to complete the document through automated and manual reminders.
• Edit and resend a document to modify recipients or add reminders and expiration.
• Void a document when it is no longer needed.

Use status filters and document folders

Folder and filters help you organize and locate documents in your document list page.

• Create folders and sub-folders to organize and easily locate documents in your account.
• Use built in document filters to manage and find documents.
• Use the document search feature to only show specific documents in your document list.

Manage completed documents

Use the document details, audit trail and certificate to for auditing, compliance and legal purposes. Download the document for reference or storage with other corporate documents.

• View audit trail and completion certificate.  These are not only a good reference when tracking document activity and completion.  They are great for use in auditing and evidence of completion.
• Download .pdf copies of the document