TRANXACT.AI Help
Platform › Data & Documents

Electronic Signature

What this company signs electronically, who may sign it, and every envelope that has gone out.

In Platform → Data & Documents · 2 screens

Columns, fields and actions

ScreenKindWhat it is ColumnsFieldsActions
Signature Envelopes Workspace Every document this company has sent for signature, in every module: what was sent, who has signed it, who is still holding it up, and the signed copy. 0 0 0
E-Signature Settings Workspace How long a document stays open for signature, how often a signer is reminded, which documents may be sent at all, what a signer agrees to, and the signing limit each person or role holds. 0 0 0

Take the lesson on this section