Managing documents

Uploading documents

Documents can be loaded into the software in different ways:

1. In the dashboard via the “Upload...” function

2. Via the “Create” button in the main menu

3. Using drag and drop in the “Templates” and “Documents” sections

4. Via the optional PDF printer “Print to signoSign/Universal”

5. About the mobile apps

6. About the integration in the desktop software signotec signoSign/2

7. About the “Documents” resource of the REST API

Opening documents

To open a document, simply click the “Sign” button next to the document. When using the mobile apps, the “Open with...” function can also be used.

The selected document will then open in full screen in the signoSign/Universal viewer.

All functions of the viewer can be found in the section “signoSign/Universal Viewer.”

Manage document

Functions

Various functions are available for each document. The functions can be accessed via the split button next to the document.

1. Sign: Signing is the main function and is always displayed primarily. The function opens the document in the viewer in order to edit and sign it.

2. Rename: This function can be used to change the name of the document.

3. Share access: This function can be used to split the document for editing and signing. More information can be found in the “Share documents” section.

4. Move: This function can be used to move the document to the “Templates” or “Documents” section.

5. Properties: This function opens the properties page with further details of the document.

6. Log: This function downloads the audit log of the document.

7. Download: This function downloads the PDF document.

8. Delete: This function deletes the document.

Search, sort, and filter lists

In sections with tables, the table contents can be searched, sorted, and filtered.

The columns can be sorted in ascending or descending order by clicking on the column title. As a rule, the tables are first sorted in descending order by date so that the most recent elements are at the top of the list.

All lists can also be searched by using the search bar above them.

The “Columns” and “Filter” buttons can be used to show or hide columns or to filter individual columns by content.

Group lists

In addition to the normal search and filter options, a “Group” function is also available in the “Shared access” section.

This function groups the shared accesses per document. This means that not all accesses are displayed one below the other, but just the file names. The shared access to the document can then be expanded via an arrow on the far left of the line. The accesses are therefore grouped in relation to the respective document. The following two screenshots illustrate the function.

Documents can be shared as often as required. A document can therefore have several “shared accesses.” The grouping function can then be very helpful to get a quick overview.

Properties of a document

The “Properties” page of a document shows additional information such as a preview, creation and modification date, number of signature fields and form fields, and information on how often the document has been shared.

Information on shared access is also displayed in the lower section of the properties page. Here you can see whether the document has already been edited by the recipient and, if necessary, you can also change or delete the external access.