RDB ProNet: Manage document progress in RDB

(This guide is also available in video format here)

Step 1: Start RDB ProNet

Login to RDB ProNet

Use your RDB ProNet account to login.

Step 2: Open Secured Signing plugin

Navigate to a job editor for a job. (Take job editor for example)

  1. Open HOME menu.
  2. Click Job Index button.
  3. Double click a job in the list, a job editor for the job will show up.

Navigate to Secured Signing Plugin

  1. In the right bottom area of the job editor, click Secured Signing tab.

Step 3: Document list

Secured Signing sent Document list

The list shows basic information of documents sent via Secured Signing, including:

  • Document name
  • Document signing due date
  • Document status
  • Last Signed date of the document

Step 4: View document progress

Select a document, View Document Progress button will become enabled.

Click View Document Progress button to get the latest progress of the document.

Document Progress popup

A document progress popup will show up to display the progress of the document:

  1. Document Status;
  2. Document title;
  3. Document due date;
  4. Invitees in document.

Step 5: Extend document due date

In document progress popup, you can change the due date of the document.

Click the date-time control to show a date picker, which will display the available date you can choose.

Click Extend button to change the due date.

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

Step 6: Update document signatories

In document progress popup, you can change the signatories of the document.

  1. Select an invitee.
  2. Click Edit button.
  3. An Edit popup will show up to edit the invitee name and email.
  4. Click OK to Continue.

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

  1. Select an invitee.
  2. Click Remove button to remove.

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

  1. Select an invitee.
  2. Click Send Reminder button to tell Secured Signing to send a reminder to selected invitee.
  3. After the reminder sent, a popup will show up to let you know.

After all changes to invitees, Click Update button to take effect.

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

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