DocuSign

Mere som dette

Operating system - OS

af luis brayan tandayamo imbaquingo

A.I. - Artificial Intelligence

af Jonathan Cook

ICT Department Organogram

af Jason Oliver

Layered Application

af Daniel Sima

DOCUSIGN

Security

Document security

Collect payments using e-signatures

Two factor authentication

Reports

Document Reports

Vioew documents

Custom

Usage

Recipients

Sent status

Type

Document completion rate

Envelop Reports

Envelop volume

Envelop velocity

Reporting period (1 month, 1 year)

Total number of Sent

Voided documents

Declined

Completed

Delivered

manage Documents/ Workflows

Search

Search filters

Search within envelops

Date

Sent by user

Document status

Move between folders

Move document between folders

Browse existing folders

Create a new folder

Actions

Export as CSV (Docusign)

History (Docusign)

Void (Docusign)

Make a copy (Docusign)

Correct (Docusign)

Move (Docusign)

Resend (Docusign)

Metadata

last change date/time (Docusign)

status (Docusign)

View list of deleted documents (Docusign)

Send documents

Withdraw a document (void)

Reason text

Resend

Send

Draft Documents

Action

Delete (multiple documents)

Delete (single document)

Save draft as a template

Save as

Continue (start workflow using draft)

Meta data [status, last change, action]

Preview (thumbnail) of a draft

View list of autosaved draft documents

Edit documents

View edit history

Correct

View documents in use

Export metadata as CSV

Last date/time

Rename

Templates

Shared templates

Shared folders

Deleted

View deleted templates

Browse

My Folders

Shared with me

My Templates

Create new

Save a current document as template

Create a new template by uploading

Start a new document / workflow

Step 3 : Prepare

Signer attachments

Comments

Change signing

Expiration (in days)

Reminders

Options

Recipient

Edit document name

Document name

Summary

Add a private note

Email message

Email subject

Recipient email

Recipient name

Step 2: Prepare Hotspots

Application shortcuts

Delete a page

Rotate a page

Page thumbnails

Page large preview (stage area)

Delete field

Custom Fields

Hotspot types

Required/Optional

Properties/Options per field (eg format)

Decline

Approve

Notes

Attachment

Formula

Radio

Dropdown

Checkbox

Text

Title

Company

Date signed

Initial

Stage

Zoom in/out

Copy/paste a hotspot

Undo/Redo

Select recipient who need to fill/sign

Step 1 : Select a document

Specify signers sign order

Bulk upload recipients (pro feature, locked)

Add secondary (or more) recipients

Access authentication using access code

Receive a CC copy

Signing type

Sign in person

Sign from anywhere

Add recipients

Email

Name

Detect if this is template exists already

Use existing template and continue

Start a new document workflow

Select a document from the template

Upload documents

OneDrive

Google Drive

Box

From the system

Drag and drop documents

Progress tracking

Number of documents currently in circulation

Real time audit trials

Expiring soon

Waiting for others

Action required

Personalisation

Personal branding

Multiple languages

Upload photo

Signature

Upload signature

Draw signature

Text based signature

Dashboard

Onoarding

Progress-bar as a bullet list

Step by step on-boarding progress-bar