The signing overview is the first you see when you sign in. The Signing overview provides a complete list of all documents sent for signing and their current status. If a document to be signed by multiple signers, it will appear as a single signing.
Note! All signed documents are available for 10 days after the signing period has expired. Afterward, the document will automatically be deleted, while the information and data about the signing will remain accessible from the signing overview. E.g. if you create a signing with a duration of 30 days, the document will automatically be deleted after 40 days.
Transaction overview
Add columns to your transaction overview
Download CSV file from overview
Transaction details
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.
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 can also download the signing overview data, here is how to do so.
- 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
Transaction Details
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:
Signers
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.
Signing Details
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.
Recipients of Copy
Under this section, you are able to see the recipients of copies.
Documents
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.
Activity log
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
Comments are an overview of the comments connected with the signing from both the sender and recipient.
Credits
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.
Available actions
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.
Abort signing
- 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.
Add recipient
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Select Add recipient.
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A window will appear, where you can enter the signers information and choose additional settings.
