Try RMail PRE-Crime Services – When documents are sent for signature using RSign, an envelope is created, containing the documents and transaction detail records. The Envelopes page allow RSign users to view and manage their own envelopes information after sending signature requests.
The envelopes are divided into two tabs. The Current tab displays envelopes from the last 12 months. All envelopes older than 12 months are automatically archived, as outlined in the Service Level Agreement, and will only appear in the History tab if the corresponding add-on plan for storage is purchased.
Topics covered in this article:
Envelope search
The Envelopes page contains a search bar that helps users narrow down the list of envelopes by entering a date range, a specific envelope status, an envelope number, recipient, amongst other options.
In addition, users can customize the columns layout by clicking on the columns icon.
The search bar also gives users the ability to export the resulting list of envelopes as a CSV file by clicking on the export icon.
Envelope data
Note: If you have a customer administrator role in RSign, you will see your sent envelopes as well as those sent by other users in your account. If, on the other hand, you have a user role in RSign, you will only see your own sent envelopes.
Basic envelope data is displayed by default. You can hover the mouse pointer over the information icon displayed in the Waiting for Signature status to view which signers still need to sign the document. If Sign in sequence was selected when sending the envelope, the email address of the next signer who needs to sign will be displayed; otherwise, all email addresses will be displayed.
To expand and view more detailed information, you can click on the envelope arrow.
The following envelope data is always detailed for your reference:
- Envelope ID: The unique code for this transaction;
- Sender and Recipients;
- Sign in sequence: Shows if the document was sent for sequential signing (Yes) or to all signers are the same time (No). If Sign in sequence was used, it shows whether the order was set automatically or manually;
- Access authentication: Specifies if a password was required for the recipient to open the message or if the signer was requested to identify themselves before signing;
- Envelope settings: Details all the applicable setting for that transaction;
- Rule/Template: Specifies whether a rule or a template was used for that transaction.
Additionally, the envelope data section includes a table detailing the status for each recipient involved in the transaction.
Note: The information displayed for each envelope may vary based on the applicable settings.
When hovering over the Delivery Status, the SMTP delivery log will display.
Note: To see older envelopes use the two dropdown controls located at the bottom of the Envelopes tab. The first manages the page size to show 25, 50 or 100 envelopes per page. The second manages the period of time to display the envelops with the default the last 60-days and the other is over 60-days.
Envelope actions
Within the envelope details section, there is a green envelope icon to access the available envelope actions. Read more about envelope actions in detail here.
Note: The available envelope actions options may vary depending on the envelope status.