From ee18d1b3174237df0ce4cf2b1d1b7aae61d8b84c Mon Sep 17 00:00:00 2001 From: pravin Date: Mon, 26 Aug 2024 18:18:23 +0530 Subject: [PATCH] Update completed.md Help document added for completed document report --- docs/docs/help/Reports/completed.md | 43 ++++++++++++++++++++++++----- 1 file changed, 36 insertions(+), 7 deletions(-) diff --git a/docs/docs/help/Reports/completed.md b/docs/docs/help/Reports/completed.md index 079fe4b49..ed2e1dd3a 100644 --- a/docs/docs/help/Reports/completed.md +++ b/docs/docs/help/Reports/completed.md @@ -1,16 +1,45 @@ --- -sidebar_position: 1 +sidebar_position: 3 title: Completed --- +## Understanding the "Completed Documents" Report -# Organize Documents using OpenSign™ Drive +The "Completed Documents" report within OpenSign serves as a vital tool for managing and reviewing all finalized documents that have been processed through the platform. This guide will walk you through the key features and functionalities of the "Completed Documents" report, enabling you to efficiently navigate and manage your signed documents. -Welcome to the [OpenSign™](https://app.opensignlabs.com) Help Center! This section is designed to provide you with all the necessary information to effectively use the OpenSign™ application. Whether you are a new user or an experienced one looking to explore more features, our comprehensive guides and resources are here to assist you. +### Navigating to the Completed Documents Report -## Getting Started +1. Once logged into OpenSign, you'll see a navigation panel on the left side of your screen. +2. Click on **"Reports"** to expand the available options. +3. Select **"Completed"** to view the list of documents that have been fully signed and processed. -**try OpenSign on cloud** at **[OpenSignLabs](https://app.opensignlabs.com)**. +### Understanding the Completed Documents Report -Or +The "Completed Documents" report is displayed in a tabular format, presenting key information about each finalized document. Below is a breakdown of each column and its purpose: -Get started by deploying a new instance of **OpenSign** by following these [instructions](https://docs.opensignlabs.com/docs/self-host/intro). \ No newline at end of file +OpenSign_Signyourself + +- **Sr.No:** This column displays the serial number for each document in the list, helping you quickly identify and reference documents. + +- **Title:** The "Title" column displays the name of the document, which often reflects the specific type of document it represents. + +- **Note:** This section contains any notes that were added during the document's creation process. Notes can serve as reminders or provide additional context, like "Note to myself" or "Please review and sign." + +- **Folder:** The "Folder" column indicates the location where the document is stored within OpenSign Drive, ensuring you can easily locate the document later. + +- **File:** Here, you will find a **"Download"** link that allows you to directly download the completed document to your local device for review or archiving. + +- **Owner:** This column shows the name of the person who created the document. + +- **Signers:** The "Signers" column indicates whether the document has been signed and by whom. If the document has signers, you can click **"View"** to see details of who signed it. + +### Interactive Features + +The "Completed Documents" report also includes several interactive icons for each document: + +- **View Document:** The eye icon allows you to preview the document directly within OpenSign without needing to download it. + +- **Delete Document:** The trash bin icon enables you to permanently delete a document from your completed list. Be cautious, as this action cannot be undone. + +If you require more help, feel free to reach out to our customer support on support@opensignlabs.com. + +Happy signing with OpenSign™!