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Click the "View" button to see the signers']}),"\n"]}),"\n"]}),"\n",(0,o.jsx)(n.h3,{id:"action-buttons",children:"Action buttons"}),"\n",(0,o.jsx)(n.p,{children:'The "Declined documents" report also includes several action icons for each document:'}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"View Document:"})," The eye icon allows you to preview the document directly within OpenSign without needing to download it."]}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Delete Document:"})," The trash bin icon enables you to permanently delete a document from your declined list. Be cautious, as this action cannot be undone."]}),"\n"]}),"\n",(0,o.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,o.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,o.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,s.R)(),...e.components};return n?(0,o.jsx)(n,{...e,children:(0,o.jsx)(a,{...e})}):a(e)}},28453:(e,n,t)=>{t.d(n,{R:()=>r,x:()=>l});var i=t(96540);const o={},s=i.createContext(o);function r(e){const n=i.useContext(s);return i.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function l(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(o):e.components||o:r(e.components),i.createElement(s.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/06b6ef6a.9a74cba2.js b/assets/js/06b6ef6a.9a74cba2.js deleted file mode 100644 index 6ed23aaf3..000000000 --- a/assets/js/06b6ef6a.9a74cba2.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[9611],{28453:(e,n,t)=>{t.d(n,{R:()=>s,x:()=>d});var i=t(96540);const o={},r=i.createContext(o);function s(e){const n=i.useContext(r);return i.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function d(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(o):e.components||o:s(e.components),i.createElement(r.Provider,{value:n},e.children)}},95880:(e,n,t)=>{t.r(n),t.d(n,{assets:()=>c,contentTitle:()=>d,default:()=>h,frontMatter:()=>s,metadata:()=>i,toc:()=>a});const i=JSON.parse('{"id":"help/Reports/expired","title":"Expired","description":"The Expired documents report in OpenSign allows you to manage and review documents that have reached their expiration date without being signed. This feature is essential for maintaining an organized record of inactive documents that may require follow-up or archival.","source":"@site/docs/help/Reports/expired.md","sourceDirName":"help/Reports","slug":"/help/Reports/expired","permalink":"/docs/help/Reports/expired","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Reports/expired.md","tags":[],"version":"current","sidebarPosition":6,"frontMatter":{"sidebar_position":6,"title":"Expired"},"sidebar":"tutorialSidebar","previous":{"title":"Declined","permalink":"/docs/help/Reports/declined"},"next":{"title":"Contactbook","permalink":"/docs/help/Reports/contactbook"}}');var o=t(74848),r=t(28453);const s={sidebar_position:6,title:"Expired"},d="Expired documents report",c={},a=[{value:"Accessing Expired documents",id:"accessing-expired-documents",level:2},{value:"Understanding the Expired documents report",id:"understanding-the-expired-documents-report",level:2},{value:"Action buttons",id:"action-buttons",level:3},{value:"Managing Expired documents",id:"managing-expired-documents",level:2}];function l(e){const n={code:"code",h1:"h1",h2:"h2",h3:"h3",header:"header",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,r.R)(),...e.components};return(0,o.jsxs)(o.Fragment,{children:[(0,o.jsx)(n.header,{children:(0,o.jsx)(n.h1,{id:"expired-documents-report",children:"Expired documents report"})}),"\n",(0,o.jsxs)(n.p,{children:["The ",(0,o.jsx)(n.strong,{children:"Expired documents"})," report in OpenSign allows you to manage and review documents that have reached their expiration date without being signed. 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Consider the following tips:"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Review Regularly"}),": Check the Expired documents report periodically to manage documents that require attention."]}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Follow Up"}),": Contact the signers who have not completed their signatures informing them about the expired documents and resend the documents if necessary."]}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Archive"}),": Move documents that are no longer active or needed to an archive folder to keep your workspace organized."]}),"\n"]}),"\n",(0,o.jsx)(n.p,{children:"By keeping track of your expired documents, you can maintain a clear overview of your document workflows & ensure that all the necessary actions are taken on time."})]})}function h(e={}){const{wrapper:n}={...(0,r.R)(),...e.components};return n?(0,o.jsx)(n,{...e,children:(0,o.jsx)(l,{...e})}):l(e)}}}]); \ No newline at end of file diff --git a/assets/js/06b6ef6a.ed784bfd.js b/assets/js/06b6ef6a.ed784bfd.js new file mode 100644 index 000000000..94318e7d4 --- /dev/null +++ b/assets/js/06b6ef6a.ed784bfd.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[9611],{28453:(e,n,t)=>{t.d(n,{R:()=>s,x:()=>d});var i=t(96540);const o={},r=i.createContext(o);function s(e){const n=i.useContext(r);return i.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function d(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(o):e.components||o:s(e.components),i.createElement(r.Provider,{value:n},e.children)}},95880:(e,n,t)=>{t.r(n),t.d(n,{assets:()=>c,contentTitle:()=>d,default:()=>h,frontMatter:()=>s,metadata:()=>i,toc:()=>a});const i=JSON.parse('{"id":"help/Reports/expired","title":"Expired","description":"The Expired documents report in OpenSign allows you to manage and review documents that have reached their expiration date without being signed. This feature is essential for maintaining an organized record of inactive documents that may require follow-up or archival.","source":"@site/docs/help/Reports/expired.md","sourceDirName":"help/Reports","slug":"/help/Reports/expired","permalink":"/docs/help/Reports/expired","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Reports/expired.md","tags":[],"version":"current","sidebarPosition":6,"frontMatter":{"sidebar_position":6,"title":"Expired"},"sidebar":"tutorialSidebar","previous":{"title":"Declined","permalink":"/docs/help/Reports/declined"},"next":{"title":"Contactbook","permalink":"/docs/help/Reports/contactbook"}}');var o=t(74848),r=t(28453);const s={sidebar_position:6,title:"Expired"},d="Expired documents report",c={},a=[{value:"Accessing Expired documents",id:"accessing-expired-documents",level:2},{value:"Understanding the Expired documents report",id:"understanding-the-expired-documents-report",level:2},{value:"Action buttons",id:"action-buttons",level:3},{value:"Managing Expired documents",id:"managing-expired-documents",level:2}];function l(e){const n={code:"code",h1:"h1",h2:"h2",h3:"h3",header:"header",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,r.R)(),...e.components};return(0,o.jsxs)(o.Fragment,{children:[(0,o.jsx)(n.header,{children:(0,o.jsx)(n.h1,{id:"expired-documents-report",children:"Expired documents report"})}),"\n",(0,o.jsxs)(n.p,{children:["The ",(0,o.jsx)(n.strong,{children:"Expired documents"})," report in OpenSign allows you to manage and review documents that have reached their expiration date without being signed. This feature is essential for maintaining an organized record of inactive documents that may require follow-up or archival."]}),"\n",(0,o.jsx)(n.h2,{id:"accessing-expired-documents",children:"Accessing Expired documents"}),"\n",(0,o.jsx)(n.p,{children:"To view your expired documents:"}),"\n",(0,o.jsxs)(n.ol,{children:["\n",(0,o.jsx)(n.li,{children:"Log in to your OpenSign account."}),"\n",(0,o.jsx)(n.li,{children:"Navigate to the left sidebar."}),"\n",(0,o.jsxs)(n.li,{children:["Click on the ",(0,o.jsx)(n.code,{children:"Expired"})," link under the ",(0,o.jsx)(n.strong,{children:"Documents"})," section."]}),"\n"]}),"\n",(0,o.jsx)("img",{width:"828",alt:"Expired document",src:"https://github.com/user-attachments/assets/01f3626f-d694-4d3b-82da-2f2b77693b76"}),"\n",(0,o.jsx)(n.h2,{id:"understanding-the-expired-documents-report",children:"Understanding the Expired documents report"}),"\n",(0,o.jsx)(n.p,{children:"The Expired documents report displays a list of documents that have not been signed by all parties before the designated expiration date. 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This guide will walk you through the various elements of the \\"Need your sign\\" report, helping you to efficiently navigate and complete your pending signing tasks.","source":"@site/docs/help/Reports/need-your-sign.md","sourceDirName":"help/Reports","slug":"/help/Reports/need-your-sign","permalink":"/docs/help/Reports/need-your-sign","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Reports/need-your-sign.md","tags":[],"version":"current","sidebarPosition":1,"frontMatter":{"sidebar_position":1,"title":"Need your sign"},"sidebar":"tutorialSidebar","previous":{"title":"Reports","permalink":"/docs/category/reports"},"next":{"title":"In Progress","permalink":"/docs/help/Reports/in-progress"}}');var s=i(74848),o=i(28453);const r={sidebar_position:1,title:"Need your sign"},l="Need your sign report",d={},c=[{value:"Accessing the "Need your sign" report",id:"accessing-the-need-your-sign-report",level:2},{value:"Understanding the "Need your sign" report",id:"understanding-the-need-your-sign-report",level:2},{value:"Action buttons",id:"action-buttons",level:3},{value:"Signing a Document",id:"signing-a-document",level:2}];function h(e){const n={a:"a",h1:"h1",h2:"h2",h3:"h3",header:"header",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,o.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.header,{children:(0,s.jsx)(n.h1,{id:"need-your-sign-report",children:"Need your sign report"})}),"\n",(0,s.jsx)(n.p,{children:'The "Need your sign" feature in OpenSign is designed to simplify the process of managing documents that require your signature. 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This report enables you to monitor the status of your documents, manually share the document URL, track document progress, resend reminders, revoke access, or delete documents that are no longer required. Here\u2019s a detailed guide on how to use the In-Progress documents report effectively."}),"\n",(0,o.jsx)(n.h3,{id:"navigating-to-the-in-progress-documents-report",children:"Navigating to the In-Progress documents report"}),"\n",(0,o.jsxs)(n.ol,{children:["\n",(0,o.jsx)(n.li,{children:"Once logged into OpenSign, you'll see a navigation panel on the left side of your screen."}),"\n",(0,o.jsxs)(n.li,{children:["Click on ",(0,o.jsx)(n.strong,{children:'"Documents"'})," to expand the available options."]}),"\n",(0,o.jsxs)(n.li,{children:["Select ",(0,o.jsx)(n.strong,{children:'"In progress"'})," This will display all documents that are currently awaiting signatures or are otherwise in the signing process."]}),"\n"]}),"\n",(0,o.jsx)(n.h3,{id:"understanding-the-in-progress-documents-report",children:"Understanding the In-Progress documents report"}),"\n",(0,o.jsx)(n.p,{children:'The "In progress documents" report is displayed in a tabular format, presenting key information about each finalized document. 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This window provides multiple options to share the document link with designated recipients."}),"\n",(0,o.jsx)(n.p,{children:(0,o.jsx)(n.strong,{children:"Here\u2019s how to use the options within this pop-up:"})}),"\n",(0,o.jsx)(n.p,{children:"The pop-up will display a list of email addresses of the intended recipients or signers of the document. Each email corresponds to a person who needs access to the document."}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Share Button:"})," Click the Share button next to the recipient\u2019s email address to resend the document link directly to that individual. 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