DocuSign

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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 from anywhere

Add recipients

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