How to Use the Transaction Overview
On the transaction overview, you can see the status of each signing, as well as details such as the date of the request, the signing type, and how many credits were used on the signing. If you click on a specific signing, a pop-up will show all the registered information and data about the specific signing. Read more about signing details here.
Status - Aims to be your best friend in the overview. It gives you a quick overview of where your transaction is in the process. This can be sorted so you can quickly check all the transactions that are not finished yet. You can read more about transaction status in this article
Reference number - Added when you submit transactions, this can later be used to quickly and efficiently look up the reference. You can use the search field here for this purpose.
Recipient - Here you can search for your recipients. You can search for one person at a time, so be aware of this when viewing transactions with more than one person on.
Date sent - If you want to sort by a specific date, this can be done from the date sent.
Template - If you have several departments using different templates, it can be really useful to sort by which template you have used for sending.
Credits - Here you can see the total cost in credits for the transaction. Note that credits are deducted continuously throughout the transaction, for example first for distribution, then signing.
Add Columns to your Transaction Overview
You can change or add the columns in the transaction overview.
- Click on the gear icon in the bottom right corner of the Transaction overview.
- Put a checkmark next to the columns you want to see in your Signing overview.
Note! It is here you can choose the Transaction ID, which is used when you contact the Addo support.
Download the Transaction Overview Data
You have the option to select the period for which transactions should be displayed.
When you open the overview, by default, transactions from 30 days ago will be displayed. The date period can be used to find older transactions, and you can download a CSV file with all the data, this can help you sort, calculate credit usage etc. You can read more about what the CSV extract can be used for in this article
- Choose the period from where you want to download the signings. Then make sure that the columns display all the information about the signings you want to download. If not add the columns of information you wish to add.
- Click on the Download CSV button to initiate the download.
- A CSV file can then be opened in Microsoft Excel
In addition to the information displayed in the signing overview, each signing can be opened for more information. When you select a transaction in the overview, a pop-up will show all the registered information and data about the specific signing.
If the signing is Started you will have the opportunities to either; Abort Signing, Send new notification to the signer, Download all documents, Add recipient, and the green Close button. If a signing is Completed you will have the opportunities to; Send new notification to the signer, Download all documents, or close.
Here's an example of a Started transaction:
If a transaction has multiple signers, each signer will be displayed in separate boxes at the top of the pop-up. The selected signers will be marked by a green box and it will be the details and information regarding this specific signer, which will be available under the six tabs; Details, Recipients of copy, Documents, Activity log, Comments, Credits reserved/used.
- Marked signer.
- Unmarked signer.
Here you will find details about the individual signing and its signers. Below you will find information about the expiry date, signing method, recipient details, etc.
- When the transaction was created
- When it expires
- Which template has been used
- Signature method
- Name of sender
- E-mail and number of the recipient of the transaction
Recipients of Copy
Under this section, you are able to see the recipients of copies.
Under Documents, you can see which documents must be signed, and the attachment attached to the signing. Click on a document to open it in a new tab.
- Click a single document to download it separately.
- Forwards all documents to all signatories.
- Retrieves all documents in a ZIP folder
This is an overview of all registered events on the transaction. You can also see if reminders have been sent, when your signer has opened the document and when they have signed it.
Comments are an overview of the comments connected with the signing from both the sender and recipient.
In this section, there is an overview of the credits reserved if the transaction is started and an overview of the credits used if the transaction is completed.
Besides access to the signing details, a few actions are available. These functionalities are only available if the signing is not completed. Here are your other options:
Edit recipient’s detail
- Select the signing in the signing overview.
- Find the signer's information under the Signing details.
- Click 'Edit' next to the information you wish to edit.
- Click Save and close the signing details pop-up.
- Select Abort signing if you wish to abort an ongoing signing.
- Confirm that you want to cancel the signing. Note! It is not possible to reactivate a signing which has been aborted.
Send new notification to the signer
- Select Send new notification to the signer.
- Then choose how you want to send and what kind of notification you want to send.
- Click Send to send the notification.
Download all documents
- Select Download all documents.
- A Zip file will then be stored on your computer.
Select Add recipient.
A window will appear, where you can enter the signers information and choose additional settings.
When you send a transaction, you have the option to add a reference, this could be an employment account, using the person's name, an employee number or similar. In the reference number field you have the option to search for this verbatim.
*Note - If you cannot see the transaction, it is typically because the date period needs to be extended.