The Online eSign Inbox

 The Inbox is where Online eSign Packages are created and managed. 

To review and manage the contents of the inbox:

• Sort the results by clicking the heading of any column.

• Filter results using the Search

• Export the results to Excel using by clicking the export icon in the upper right. 

• Archive Completed packages by clicking the box on the left and selecting in the upper menu. Archived packages will no longer show in the Inbox, but the documents associated with them can be retrieved through Documents Search and the Package details can be reviewed through Online eSign Search.

Package Inbox Statuses

Draft: Packages that have been created but not Sent to Sign.

Opening the Package Details allows the user to make changes to Documents and Recipients, as well as open the documents in the Designer to add/modify Signature fields.

Sent: Packages that have been Sent to Sign, but not all Recipients have signed.

Opening the Package Details allows the user to see who has signed and to send Reminders to those that have not.  See this article for more information.

Signed (Index Documents): Packages that have been Signed, any Attachments approved and, if necessary, Reviewed for Completion.

Clicking Index Documents opens the Package in Batch Indexing. For details on the Indexing process, see Batch Indexing in Identifi.

Expired: Packages that have not been signed by its set Expiration.

Opening the Package Details allows the user to adjust the Expiration and then resend the documents.

Ready for Completion: Packages that were set to Review before completion or included Attachments.

Opening Package Details allows the user to download the signed documents and attachments for review.  See this article for more details.

Completed: Packages that have been signed and indexed.  The documents, along with the Evidence Summary and Consent Form, are now retrievable through Documents Search.

These Packages will remain in the Inbox until Archived.