Manage document progress in Secured Signing

Step 1: Open Secured Signing Document List 

In Secured Signing My Documents 

Login to Actionstep, open any matter, go to the Secured Signing tab, then click the Check Document Status button. 

Here you can see your In Progress documents and your Signed documents.

Step 1: Open Secured Signing Document List In Secured Signing My Documents

In Secured Signing Dashboard 

Login to Actionstep, open any matter, go to the Secured Signing tab, then click the Dashboard button. 

Go to the Document Status tab. Here you can see your In Progress documents and your Signed documents.

Here you can see your In Progress documents and your Signed documents.

Step 2: Document Grid 

In the document grid, you can find columns 

  • Document Name 
  • Invitees Names 
  • Process Start Date 
  • Video Signing Meeting Date (if applicable) 
  • Process Due Date 
  • Process Status 
  • Last Signed Date 
  • Document Actions – what you can do with the document 

The folder structure from the matter is used to organize documents in Secured Signing. 

You can search for documents using the search button on the right header. 

Documents in a package are grouped, and you can expand the package to see all documents inside.

Step 3: Document Actions 

Each document comes with some Secured Signing actions, including: 

  • View the document 
  • View the log for the document 
  • View emails sent for the document 
  • Check if the document has verified digital signature(s) 
  • Edit the signing process 
  • Open the document progress popup to manage the signing process 
  • Send the document to someone 
  • Delete the document and stop the signing process 
  • Organize the document into folders 
  • Check the signing completion certificate 

Step 4: View Document Progress 

Click the i icon to check the progress of the document. 

A document signing progress pop-up will display to show the progress of the document, including, including which invitees have signed, and which have not.

Step 4: View Document Progress Click the i icon to check the progress of the document.

Step 5: Extend Document Due Date 

In document signing progress pop-up, you can change the due date of the document. 

Click the date-time control to show a date picker, which will display the available dates you can choose from. Choose a date and time here. 

Click the Extend button to change the due date. 

* If the document status is completed, you can review the due date but can’t change it. 

Step 5: Extend Document Due Date In document signing progress pop-up, you can change the due date of the document.

Step 6: Update Document Signatories 

In the document signing progress pop-up, you can change the signatories of the document. 

You can also remove an invitee from progress if there’re 2 invitees or more. 

You can also send a reminder to selected invitee if the invitee hasn’t signed yet. 

After all changes to invitees, Click the Update button to make the changes. 

* If the invitee already signed, you can’t edit or remove it.

   

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