Platform › Electronic Signature
Signature Envelopes
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.
Where to find it
- Module: Platform
- Group: Data & Documents
- Section: Electronic Signature
- Screen: Signature Envelopes
Address in the console: /platform/esign-envelopes
Workspace · 0 columns
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.