mirror of
https://github.com/OpenSignLabs/OpenSign.git
synced 2026-08-20 14:42:37 +02:00
105 lines
29 KiB
HTML
105 lines
29 KiB
HTML
<!doctype html>
|
||
<html lang="en" dir="ltr" class="docs-wrapper plugin-docs plugin-id-default docs-version-current docs-doc-page docs-doc-id-help/Reports/in-progress" data-has-hydrated="false">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="generator" content="Docusaurus v3.9.2">
|
||
<title data-rh="true">In Progress | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Reports/in-progress"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="In Progress | OpenSign™"><meta data-rh="true" name="description" content="The In-Progress documents report in OpenSign helps you monitor and manage documents that are currently in the signing process. 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’s a detailed guide on how to use the In-Progress documents report effectively."><meta data-rh="true" property="og:description" content="The In-Progress documents report in OpenSign helps you monitor and manage documents that are currently in the signing process. 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’s a detailed guide on how to use the In-Progress documents report effectively."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Reports/in-progress"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Reports/in-progress" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Reports/in-progress" hreflang="x-default"><script data-rh="true" type="application/ld+json">{"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Documents","item":"https://docs.opensignlabs.com/docs/category/documents"},{"@type":"ListItem","position":2,"name":"In Progress","item":"https://docs.opensignlabs.com/docs/help/Reports/in-progress"}]}</script><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
|
||
<link rel="alternate" type="application/atom+xml" href="/blog/atom.xml" title="OpenSign™ Atom Feed"><link rel="stylesheet" href="/assets/css/styles.03fa8acf.css">
|
||
<script src="/assets/js/runtime~main.9e610c3a.js" defer="defer"></script>
|
||
<script src="/assets/js/main.62d29b20.js" defer="defer"></script>
|
||
</head>
|
||
<body class="navigation-with-keyboard">
|
||
<svg style="display: none;"><defs>
|
||
<symbol id="theme-svg-external-link" viewBox="0 0 24 24"><path fill="currentColor" d="M21 13v10h-21v-19h12v2h-10v15h17v-8h2zm3-12h-10.988l4.035 4-6.977 7.07 2.828 2.828 6.977-7.07 4.125 4.172v-11z"/></symbol>
|
||
</defs></svg>
|
||
<script>!function(){var t=function(){try{return new URLSearchParams(window.location.search).get("docusaurus-theme")}catch(t){}}()||function(){try{return window.localStorage.getItem("theme")}catch(t){}}();document.documentElement.setAttribute("data-theme",t||"light"),document.documentElement.setAttribute("data-theme-choice",t||"light")}(),function(){try{const a=new URLSearchParams(window.location.search).entries();for(var[t,e]of a)if(t.startsWith("docusaurus-data-")){var n=t.replace("docusaurus-data-","data-");document.documentElement.setAttribute(n,e)}}catch(t){}}(),document.documentElement.setAttribute("data-announcement-bar-initially-dismissed",function(){try{return"true"===localStorage.getItem("docusaurus.announcement.dismiss")}catch(t){}return!1}())</script><div id="__docusaurus"><div role="region" aria-label="Skip to main content"><a class="skipToContent_fXgn" href="#__docusaurus_skipToContent_fallback">Skip to main content</a></div><div class="theme-announcement-bar announcementBar_mb4j" style="background-color:#cae4fa;color:#091E42" role="banner"><div class="content_knG7 announcementBarContent_xLdY">Help use spread the word - ⭐ OpenSign on <a target="_blank" rel="noopener" href="https://github.com/opensignlabs/opensign">GitHub</a></div></div><nav aria-label="Main" class="theme-layout-navbar navbar navbar--fixed-top"><div class="navbar__inner"><div class="theme-layout-navbar-left navbar__items"><button aria-label="Toggle navigation bar" aria-expanded="false" class="navbar__toggle clean-btn" type="button"><svg width="30" height="30" viewBox="0 0 30 30" aria-hidden="true"><path stroke="currentColor" stroke-linecap="round" stroke-miterlimit="10" stroke-width="2" d="M4 7h22M4 15h22M4 23h22"></path></svg></button><a class="navbar__brand" href="/"><div class="navbar__logo"><img src="/img/logo.png" alt="OpenSign™ Logo" class="themedComponent_mlkZ themedComponent--light_NVdE"><img src="/img/logo.png" alt="OpenSign™ Logo" class="themedComponent_mlkZ themedComponent--dark_xIcU"></div><b class="navbar__title text--truncate">OpenSign™</b></a><a aria-current="page" class="navbar__item navbar__link navbar__link--active" href="/docs/help/intro">Help</a><a class="navbar__item navbar__link" href="/docs/API-docs/v1.1">APIs</a><a class="navbar__item navbar__link" href="/docs/contribute/CODE_OF_CONDUCT">Contribute</a><a href="https://www.opensignlabs.com/plans-pricing" target="_blank" rel="noopener noreferrer" class="navbar__item navbar__link">Cloud Pricing<svg width="13.5" height="13.5" aria-label="(opens in new tab)" class="iconExternalLink_nPIU"><use href="#theme-svg-external-link"></use></svg></a><a class="navbar__item navbar__link" href="/docs/self-host/intro">Self-host</a></div><div class="theme-layout-navbar-right navbar__items navbar__items--right"><a href="https://github.com/opensignlabs/opensign" target="_blank" rel="noopener noreferrer" class="navbar__item navbar__link">GitHub<svg width="13.5" height="13.5" aria-label="(opens in new tab)" class="iconExternalLink_nPIU"><use href="#theme-svg-external-link"></use></svg></a><div class="toggle_vylO colorModeToggle_DEke"><button class="clean-btn toggleButton_gllP toggleButtonDisabled_aARS" type="button" disabled="" title="system mode" aria-label="Switch between dark and light mode (currently system mode)"><svg viewBox="0 0 24 24" width="24" height="24" aria-hidden="true" class="toggleIcon_g3eP lightToggleIcon_pyhR"><path fill="currentColor" d="M12,9c1.65,0,3,1.35,3,3s-1.35,3-3,3s-3-1.35-3-3S10.35,9,12,9 M12,7c-2.76,0-5,2.24-5,5s2.24,5,5,5s5-2.24,5-5 S14.76,7,12,7L12,7z M2,13l2,0c0.55,0,1-0.45,1-1s-0.45-1-1-1l-2,0c-0.55,0-1,0.45-1,1S1.45,13,2,13z M20,13l2,0c0.55,0,1-0.45,1-1 s-0.45-1-1-1l-2,0c-0.55,0-1,0.45-1,1S19.45,13,20,13z M11,2v2c0,0.55,0.45,1,1,1s1-0.45,1-1V2c0-0.55-0.45-1-1-1S11,1.45,11,2z M11,20v2c0,0.55,0.45,1,1,1s1-0.45,1-1v-2c0-0.55-0.45-1-1-1C11.45,19,11,19.45,11,20z M5.99,4.58c-0.39-0.39-1.03-0.39-1.41,0 c-0.39,0.39-0.39,1.03,0,1.41l1.06,1.06c0.39,0.39,1.03,0.39,1.41,0s0.39-1.03,0-1.41L5.99,4.58z M18.36,16.95 c-0.39-0.39-1.03-0.39-1.41,0c-0.39,0.39-0.39,1.03,0,1.41l1.06,1.06c0.39,0.39,1.03,0.39,1.41,0c0.39-0.39,0.39-1.03,0-1.41 L18.36,16.95z M19.42,5.99c0.39-0.39,0.39-1.03,0-1.41c-0.39-0.39-1.03-0.39-1.41,0l-1.06,1.06c-0.39,0.39-0.39,1.03,0,1.41 s1.03,0.39,1.41,0L19.42,5.99z M7.05,18.36c0.39-0.39,0.39-1.03,0-1.41c-0.39-0.39-1.03-0.39-1.41,0l-1.06,1.06 c-0.39,0.39-0.39,1.03,0,1.41s1.03,0.39,1.41,0L7.05,18.36z"></path></svg><svg viewBox="0 0 24 24" width="24" height="24" aria-hidden="true" class="toggleIcon_g3eP darkToggleIcon_wfgR"><path fill="currentColor" d="M9.37,5.51C9.19,6.15,9.1,6.82,9.1,7.5c0,4.08,3.32,7.4,7.4,7.4c0.68,0,1.35-0.09,1.99-0.27C17.45,17.19,14.93,19,12,19 c-3.86,0-7-3.14-7-7C5,9.07,6.81,6.55,9.37,5.51z M12,3c-4.97,0-9,4.03-9,9s4.03,9,9,9s9-4.03,9-9c0-0.46-0.04-0.92-0.1-1.36 c-0.98,1.37-2.58,2.26-4.4,2.26c-2.98,0-5.4-2.42-5.4-5.4c0-1.81,0.89-3.42,2.26-4.4C12.92,3.04,12.46,3,12,3L12,3z"></path></svg><svg viewBox="0 0 24 24" width="24" height="24" aria-hidden="true" class="toggleIcon_g3eP systemToggleIcon_QzmC"><path fill="currentColor" d="m12 21c4.971 0 9-4.029 9-9s-4.029-9-9-9-9 4.029-9 9 4.029 9 9 9zm4.95-13.95c1.313 1.313 2.05 3.093 2.05 4.95s-0.738 3.637-2.05 4.95c-1.313 1.313-3.093 2.05-4.95 2.05v-14c1.857 0 3.637 0.737 4.95 2.05z"></path></svg></button></div><div class="navbarSearchContainer_Bca1"></div></div></div><div role="presentation" class="navbar-sidebar__backdrop"></div></nav><div id="__docusaurus_skipToContent_fallback" class="theme-layout-main main-wrapper mainWrapper_z2l0"><div class="docsWrapper_hBAB"><button aria-label="Scroll back to top" class="clean-btn theme-back-to-top-button backToTopButton_sjWU" type="button"></button><div class="docRoot_UBD9"><aside class="theme-doc-sidebar-container docSidebarContainer_YfHR"><div class="sidebarViewport_aRkj"><div class="sidebar_njMd"><nav aria-label="Docs sidebar" class="menu thin-scrollbar menu_SIkG menuWithAnnouncementBar_GW3s"><ul class="theme-doc-sidebar-menu menu__list"><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-1 menu__list-item"><a class="menu__link" href="/docs/help/intro"><span title="Intro" class="linkLabel_WmDU">Intro</span></a></li><li class="theme-doc-sidebar-item-category theme-doc-sidebar-item-category-level-1 menu__list-item menu__list-item--collapsed"><div class="menu__list-item-collapsible"><a class="categoryLink_byQd menu__link menu__link--sublist" href="/docs/category/create-new-opensign-document"><span title="Create New OpenSign Document" class="categoryLinkLabel_W154">Create New OpenSign Document</span></a><button aria-label="Expand sidebar category 'Create New OpenSign Document'" aria-expanded="false" type="button" class="clean-btn menu__caret"></button></div></li><li class="theme-doc-sidebar-item-category theme-doc-sidebar-item-category-level-1 menu__list-item menu__list-item--collapsed"><div class="menu__list-item-collapsible"><a class="categoryLink_byQd menu__link menu__link--sublist" href="/docs/category/manage-docs-using-opensign-drive"><span title="Manage Docs using OpenSign™ Drive" class="categoryLinkLabel_W154">Manage Docs using OpenSign™ Drive</span></a><button aria-label="Expand sidebar category 'Manage Docs using OpenSign™ Drive'" aria-expanded="false" type="button" class="clean-btn menu__caret"></button></div></li><li class="theme-doc-sidebar-item-category theme-doc-sidebar-item-category-level-1 menu__list-item"><div class="menu__list-item-collapsible"><a class="categoryLink_byQd menu__link menu__link--sublist menu__link--active" href="/docs/category/documents"><span title="Documents" class="categoryLinkLabel_W154">Documents</span></a><button aria-label="Collapse sidebar category 'Documents'" aria-expanded="true" type="button" class="clean-btn menu__caret"></button></div><ul class="menu__list"><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-2 menu__list-item"><a class="menu__link" tabindex="0" href="/docs/help/Reports/need-your-sign"><span title="Need your sign" class="linkLabel_WmDU">Need your sign</span></a></li><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-2 menu__list-item"><a class="menu__link menu__link--active" aria-current="page" tabindex="0" href="/docs/help/Reports/in-progress"><span title="In Progress" class="linkLabel_WmDU">In Progress</span></a></li><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-2 menu__list-item"><a class="menu__link" tabindex="0" href="/docs/help/Reports/completed"><span title="Completed" class="linkLabel_WmDU">Completed</span></a></li><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-2 menu__list-item"><a class="menu__link" tabindex="0" href="/docs/help/Reports/drafts"><span title="Drafts" class="linkLabel_WmDU">Drafts</span></a></li><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-2 menu__list-item"><a class="menu__link" tabindex="0" href="/docs/help/Reports/declined"><span title="Declined" class="linkLabel_WmDU">Declined</span></a></li><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-2 menu__list-item"><a class="menu__link" tabindex="0" href="/docs/help/Reports/expired"><span title="Expired" class="linkLabel_WmDU">Expired</span></a></li><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-2 menu__list-item"><a class="menu__link" tabindex="0" href="/docs/help/Reports/contactbook"><span title="Contactbook" class="linkLabel_WmDU">Contactbook</span></a></li></ul></li><li class="theme-doc-sidebar-item-category theme-doc-sidebar-item-category-level-1 menu__list-item menu__list-item--collapsed"><div class="menu__list-item-collapsible"><a class="categoryLink_byQd menu__link menu__link--sublist" href="/docs/category/templates"><span title="Templates" class="categoryLinkLabel_W154">Templates</span></a><button aria-label="Expand sidebar category 'Templates'" aria-expanded="false" type="button" class="clean-btn menu__caret"></button></div></li><li class="theme-doc-sidebar-item-category theme-doc-sidebar-item-category-level-1 menu__list-item menu__list-item--collapsed"><div class="menu__list-item-collapsible"><a class="categoryLink_byQd menu__link menu__link--sublist" href="/docs/category/settings"><span title="Settings" class="categoryLinkLabel_W154">Settings</span></a><button aria-label="Expand sidebar category 'Settings'" aria-expanded="false" type="button" class="clean-btn menu__caret"></button></div></li><li class="theme-doc-sidebar-item-category theme-doc-sidebar-item-category-level-1 menu__list-item menu__list-item--collapsed"><div class="menu__list-item-collapsible"><a class="categoryLink_byQd menu__link menu__link--sublist" href="/docs/category/user-menu"><span title="User Menu" class="categoryLinkLabel_W154">User Menu</span></a><button aria-label="Expand sidebar category 'User Menu'" aria-expanded="false" type="button" class="clean-btn menu__caret"></button></div></li><li class="theme-doc-sidebar-item-category theme-doc-sidebar-item-category-level-1 menu__list-item menu__list-item--collapsed"><div class="menu__list-item-collapsible"><a class="categoryLink_byQd menu__link menu__link--sublist" href="/docs/category/faqs"><span title="FAQs" class="categoryLinkLabel_W154">FAQs</span></a><button aria-label="Expand sidebar category 'FAQs'" aria-expanded="false" type="button" class="clean-btn menu__caret"></button></div></li></ul></nav></div></div></aside><main class="docMainContainer_TBSr"><div class="container padding-top--md padding-bottom--lg"><div class="row"><div class="col docItemCol_xLCN"><div class="docItemContainer_jfFK"><article><nav class="theme-doc-breadcrumbs breadcrumbsContainer_Z_bl" aria-label="Breadcrumbs"><ul class="breadcrumbs"><li class="breadcrumbs__item"><a aria-label="Home page" class="breadcrumbs__link" href="/"><svg viewBox="0 0 24 24" class="breadcrumbHomeIcon_YNFT"><path d="M10 19v-5h4v5c0 .55.45 1 1 1h3c.55 0 1-.45 1-1v-7h1.7c.46 0 .68-.57.33-.87L12.67 3.6c-.38-.34-.96-.34-1.34 0l-8.36 7.53c-.34.3-.13.87.33.87H5v7c0 .55.45 1 1 1h3c.55 0 1-.45 1-1z" fill="currentColor"></path></svg></a></li><li class="breadcrumbs__item"><a class="breadcrumbs__link" href="/docs/category/documents"><span>Documents</span></a></li><li class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link">In Progress</span></li></ul></nav><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_ITEo"><button type="button" class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><div class="row"><div class="col col--12 markdown"><header><h1>In-Progress documents report</h1></header>
|
||
<p>The In-Progress documents report in OpenSign helps you monitor and manage documents that are currently in the signing process. 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’s a detailed guide on how to use the In-Progress documents report effectively.</p>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="navigating-to-the-in-progress-documents-report">Navigating to the In-Progress documents report<a href="#navigating-to-the-in-progress-documents-report" class="hash-link" aria-label="Direct link to Navigating to the In-Progress documents report" title="Direct link to Navigating to the In-Progress documents report" translate="no"></a></h3>
|
||
<ol>
|
||
<li class="">Once logged into OpenSign, you'll see a navigation panel on the left side of your screen.</li>
|
||
<li class="">Click on <strong>"Documents"</strong> to expand the available options.</li>
|
||
<li class="">Select <strong>"In progress"</strong> This will display all documents that are currently awaiting signatures or are otherwise in the signing process.</li>
|
||
</ol>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="understanding-the-in-progress-documents-report">Understanding the In-Progress documents report<a href="#understanding-the-in-progress-documents-report" class="hash-link" aria-label="Direct link to Understanding the In-Progress documents report" title="Direct link to Understanding the In-Progress documents report" translate="no"></a></h3>
|
||
<p>The "In progress 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:</p>
|
||
<img width="816" alt="Inprogress documents" src="https://github.com/user-attachments/assets/d0ead0ca-0c13-4d94-bab5-1fe58118001a">
|
||
<ul>
|
||
<li class="">
|
||
<p><strong>Title:</strong> The "Title" column displays the name of the document.</p>
|
||
</li>
|
||
<li class="">
|
||
<p><strong>Note:</strong> This section contains any notes that were added during the document's creation process.</p>
|
||
</li>
|
||
<li class="">
|
||
<p><strong>Folder:</strong> The "Folder" column indicates the location where the document is stored within OpenSign Drive, ensuring you can easily locate the document later.</p>
|
||
</li>
|
||
<li class="">
|
||
<p><strong>File:</strong> Here, you will find a <strong>"Download"</strong> link that allows you to directly download the In-progress document to your local device for review.</p>
|
||
</li>
|
||
<li class="">
|
||
<p><strong>Status:</strong> This column displays the current status of the document, indicating whether it has been viewed or signed by the signer. Once the signer has viewed or signed the document, the Owner of the document can click "View" to see the activity logs.</p>
|
||
</li>
|
||
</ul>
|
||
<img width="816" alt="Inprogress documents" src="https://github.com/user-attachments/assets/c2353510-571e-4081-b429-0a522dc1da0b">
|
||
<ul>
|
||
<li class=""><strong>Signers:</strong> The "Signers" column displays the names and email addresses of the signers assigned to that document for signature. Click the "View" button to see the signers.</li>
|
||
</ul>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="action-buttons">Action buttons<a href="#action-buttons" class="hash-link" aria-label="Direct link to Action buttons" title="Direct link to Action buttons" translate="no"></a></h3>
|
||
<p>The "In progress documents" report also includes several actions icons for each document:</p>
|
||
<ul>
|
||
<li class=""><strong>Share Document:</strong> The "Share" option in the In-Progress Documents report allows you to manually share the signing link of a document with signers or other recipients directly via email. This feature ensures that the signers can easily access the document, even if they have missed the initial notification.</li>
|
||
</ul>
|
||
<img width="816" alt="Inprogress documents" src="https://github.com/user-attachments/assets/9fd83c72-17a1-49bd-b7a3-30b80ef5f0ed">
|
||
<p>Upon clicking the Share icon, a pop-up window titled Copy link will appear. This window provides multiple options to share the document link with designated recipients.</p>
|
||
<p><strong>Here’s how to use the options within this pop-up:</strong></p>
|
||
<p>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.</p>
|
||
<ul>
|
||
<li class="">
|
||
<ul>
|
||
<li class="">
|
||
<p><strong>Share Button:</strong> Click the Share button next to the recipient’s email address to resend the document link directly to that individual. This action provides multiple sharing options, such as copying the link, or sharing it via Outlook, WhatsApp, Messenger, and more.</p>
|
||
</li>
|
||
<li class="">
|
||
<p><strong>Copy Button:</strong> Click the Copy button next to the email address to copy the unique signing link to your clipboard. You can then paste this link manually into an email, chat, or any other preferred method of communication to share with the recipient.</p>
|
||
</li>
|
||
</ul>
|
||
</li>
|
||
<li class="">
|
||
<p><strong>View Document:</strong> The eye icon lets you preview the document directly within OpenSign without downloading it. Here, you can view the document's exact status, including who has signed and how many signers are still pending.</p>
|
||
</li>
|
||
<li class="">
|
||
<p><strong>Resend:</strong> If a signer has not responded or needs a reminder, use the resend option to send another notification. This ensures that the signing process continues without delay.</p>
|
||
</li>
|
||
</ul>
|
||
<img width="816" alt="resend document" src="https://github.com/user-attachments/assets/c0cb3348-47ca-4d2e-a2d7-81cb3b18a0c6">
|
||
<ul>
|
||
<li class="">
|
||
<p><strong>Rename:</strong> Allows the user to rename the document.</p>
|
||
</li>
|
||
<li class="">
|
||
<p><strong>Revoke:</strong> If there’s a mistake or you need to cancel the document, revoking stops all signing actions immediately. This is useful when changes are needed before re-sending the document.</p>
|
||
</li>
|
||
</ul>
|
||
<img width="816" alt="resend document" src="https://github.com/user-attachments/assets/a9bfcfa9-b073-4111-a823-93d6a2e80c40">
|
||
<ul>
|
||
<li class="">
|
||
<p><strong>Save as template:</strong> This option allows the user to save the current document as a reusable template.
|
||
Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template.
|
||
The newly created template will also be available in the Manage Templates list.</p>
|
||
</li>
|
||
<li class="">
|
||
<p><strong>View formdata</strong>: Use this option to download all form data collected during the signing process. The exported file contains every input field and its corresponding value, making it easy to review, archive, or process externally.</p>
|
||
</li>
|
||
</ul>
|
||
<p>You can download the data in Excel format using this option.</p>
|
||
<p>You can also print the form details if needed.</p>
|
||
<p>Fields marked with <strong>Hide Text with Asterisks</strong> will be exported in plain text (unmasked), showing the actual values entered.</p>
|
||
<p><strong>Note:</strong> You cannot download form data if any widget names in the document are duplicated — each widget must have a unique name.<br>
|
||
<!-- -->This feature is available only on the <strong>Teams</strong> and <strong>Enterprise</strong> plans.</p>
|
||
<ul>
|
||
<li class=""><strong>Delete :</strong> If the document is outdated or was sent by mistake, you can permanently remove it from the list. Use this action cautiously, as deleted documents cannot be recovered.</li>
|
||
</ul>
|
||
<p>If you require more help, feel free to reach out to our customer support on <a href="mailto:support@opensignlabs.com" target="_blank" rel="noopener noreferrer" class="">support@opensignlabs.com</a>.</p>
|
||
<p>Happy signing with OpenSign™!</p></div></div></div><div class="row"><div class="col col--12"><footer class="theme-doc-footer docusaurus-mt-lg"><div class="row margin-top--sm theme-doc-footer-edit-meta-row"><div class="col noPrint_WFHX"><a href="https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Reports/in-progress.md" target="_blank" rel="noopener noreferrer" class="theme-edit-this-page"><svg fill="currentColor" height="20" width="20" viewBox="0 0 40 40" class="iconEdit_Z9Sw" aria-hidden="true"><g><path d="m34.5 11.7l-3 3.1-6.3-6.3 3.1-3q0.5-0.5 1.2-0.5t1.1 0.5l3.9 3.9q0.5 0.4 0.5 1.1t-0.5 1.2z m-29.5 17.1l18.4-18.5 6.3 6.3-18.4 18.4h-6.3v-6.2z"></path></g></svg>Edit this page</a></div><div class="col lastUpdated_JAkA"></div></div></footer></div></div></article><div class="row"><div class="col col--12"><nav class="docusaurus-mt-lg pagination-nav" aria-label="Docs pages"><a class="pagination-nav__link pagination-nav__link--prev" href="/docs/help/Reports/need-your-sign"><div class="pagination-nav__sublabel">Previous</div><div class="pagination-nav__label">Need your sign</div></a><a class="pagination-nav__link pagination-nav__link--next" href="/docs/help/Reports/completed"><div class="pagination-nav__sublabel">Next</div><div class="pagination-nav__label">Completed</div></a></nav></div></div></div></div><div class="col col--3"><div class="tableOfContents_bqdL thin-scrollbar theme-doc-toc-desktop"><ul class="table-of-contents table-of-contents__left-border"><li><a href="#navigating-to-the-in-progress-documents-report" class="table-of-contents__link toc-highlight">Navigating to the In-Progress documents report</a></li><li><a href="#understanding-the-in-progress-documents-report" class="table-of-contents__link toc-highlight">Understanding the In-Progress documents report</a></li><li><a href="#action-buttons" class="table-of-contents__link toc-highlight">Action buttons</a></li></ul></div></div></div></div></main></div></div></div><footer class="theme-layout-footer footer footer--dark"><div class="container container-fluid"><div class="row footer__links"><div class="theme-layout-footer-column col footer__col"><div class="footer__title">Docs</div><ul class="footer__items clean-list"><li class="footer__item"><a class="footer__link-item" href="/docs/help/intro">Help</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/API-docs/v1.1">APIs</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/contribute/intro">Contribute</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/self-host/intro">Self-host</a></li></ul></div><div class="theme-layout-footer-column col footer__col"><div class="footer__title">Community</div><ul class="footer__items clean-list"><li class="footer__item"><a href="https://discord.com/invite/xe9TDuyAyj" target="_blank" rel="noopener noreferrer" class="footer__link-item">Discord<svg width="13.5" height="13.5" aria-label="(opens in new tab)" class="iconExternalLink_nPIU"><use href="#theme-svg-external-link"></use></svg></a></li><li class="footer__item"><a href="https://www.linkedin.com/company/opensign%E2%84%A2/" target="_blank" rel="noopener noreferrer" class="footer__link-item">LinkedIn<svg width="13.5" height="13.5" aria-label="(opens in new tab)" class="iconExternalLink_nPIU"><use href="#theme-svg-external-link"></use></svg></a></li><li class="footer__item"><a href="https://www.twitter.com/opensignhq" target="_blank" rel="noopener noreferrer" class="footer__link-item">Twitter<svg width="13.5" height="13.5" aria-label="(opens in new tab)" class="iconExternalLink_nPIU"><use href="#theme-svg-external-link"></use></svg></a></li><li class="footer__item"><a href="https://www.facebook.com/profile.php?id=61551030403669" target="_blank" rel="noopener noreferrer" class="footer__link-item">Facebook<svg width="13.5" height="13.5" aria-label="(opens in new tab)" class="iconExternalLink_nPIU"><use href="#theme-svg-external-link"></use></svg></a></li></ul></div><div class="theme-layout-footer-column col footer__col"><div class="footer__title">More</div><ul class="footer__items clean-list"><li class="footer__item"><a href="https://www.opensignlabs.com" target="_blank" rel="noopener noreferrer" class="footer__link-item">Official Website<svg width="13.5" height="13.5" aria-label="(opens in new tab)" class="iconExternalLink_nPIU"><use href="#theme-svg-external-link"></use></svg></a></li><li class="footer__item"><a href="https://github.com/opensignlabs/opensign" target="_blank" rel="noopener noreferrer" class="footer__link-item">GitHub<svg width="13.5" height="13.5" aria-label="(opens in new tab)" class="iconExternalLink_nPIU"><use href="#theme-svg-external-link"></use></svg></a></li></ul></div></div><div class="footer__bottom text--center"><div class="footer__copyright">Copyright © 2026 OpenSign™. <br>The best Open Source DocuSign alternative.</div></div></div></footer></div>
|
||
</body>
|
||
</html> |