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
