View signing package details

A user can view the details of a signing package when selecting View on the Signing packages page for a dedicated signing package or when clicking on the package name.

The page shows:

• General signing package information
• Recipient information
• Document information
• Signing package settings
• Audit trail table

In the Recipients tab, a user can start the Sign now process if a package is available for signing. For details, see In-person signing session.

With Send email to all, a user can resend an invitation to all recipients to start the signing session for a signing package.

For a selected signer, Sign now and Send email are available.

Click Send email to display the following dialog box:

After filling out the mandatory fields and before sending the mail, the check box to include a link for starting the signing process can be selected.

Click the Edit link to change the email address for a required recipient.

The following form to edit email is displayed:

Click Show details to view advanced information, including Certifications, Authentication and Supplemental documents.

Use the Supplemental documents section to download supplemental documents, which were uploaded by a recipient.

The user can regenerate an access code for a specified recipient if the authentication method is Access Code for the recipient.

Click the Generate new Access Code link to display the dialog box with the new generated access code.

If the authentication method is external authentication for a recipient, the corresponding provider name is displayed:

In the Documents tab, a user can download one or more documents:

Click Show details to view advanced information of the documents, such as certification and fields.

In the Settings tab, a user can check notifications, audit trail settings, or reminders.

Reminders can be set to:

• After

  Number of days after the send date when the reminder email is sent.

• Before

  Number of days before expiration date when the reminder email is sent.

The Audit trail tab has a table with the audit trail of a signing package: