All the documents packages that you have shared (with other users for processing) or have been shared with you (by others) are listed in the "Status" screen of your SharePoint account. Here you can enjoy the document owner view for all your shared (i.e. sent and received) documents, and can sign your "Pending" documents.


Before you proceed to sign a package:

+ You must have the SH-CHECKSTATUS and SH-SIGN permissions in the add-in, and 

+ Required SharePoint permissions.


Sign a pending SharePoint document


1. Browse the SharePoint site link (as provided by your SharePoint admin) and log into your SharePoint account.

2. Click any document library (e.g. Documents).


3. From the top menu, select "SigningHub" then "Status":


4. The "Document Status Summary" screen will appear, listing all the shared documents along with their respective information, i.e. Document Name, Document Owner, Date Sent, Package Status, and Actions. See the below table for its columns description.



Document Summary Description

Columns

Description

Name

This shows the name(s) of document(s) in each package, which you have shared from your SharePoint account or have been sent to you for processing.  

Owner

This shows the email ID of document owner against each package, who has shared the package, i.e. mark.millar@ascertia.com

Date

This shows the date and time on which each package was shared.

Status

This shows the current status of each documents package. 

Actions

This shows the actions that can be performed on each shared documents package, i.e.:

+ Click to view the package details. A dialog will appear to display the ID and name of the package, along with the information (i.e. Document Name, Document ID, and the Library Name from where document was shared) of each document inside the package. When you take the cursor on this icon, it will also display the related information in a tooltip.

+ Click to sign a pending document package.

+ Click to view a document package.

+ Click to edit a draft document within SigningHub for SharePoint.

+ Click to check the updated status of a shared package. This option appears against the "Pending" and "In-Progress" documents only.

+ Click to download a document package. This option is available (against all document statuses except the "Draft" status) to the document owners and to those recipients for whom document downloading permission is allowed in SigningHub. 

The document packages are downloaded inside your SharePoint account.

Note: when you download a completed document, the color of the download icon is changed from black to green. 

+ Click to mark the workflow status as complete without going through all the recipients. This is useful in the cases where a few recipients don't respond to the workflow or the remaining recipients are no more required and document owners need to conclude the approval process. This option appears against the In-Progress document packages only.

+ Click to download the Workflow Evidence Report of a package on your local machine. This option appears against the "Completed" packages only and is subject to your configured Document Settings. Once the download is complete, the color of icon is changed from black to green.

The completed document packages are shown to their document owners only. 


Absence of any action against a package implies that it is not related to you. 


5. Click  against the pending document (to sign) from the "SigningHub Document Status Summary" screen.

7. The selected document will be opened inside SigningHub for signing.

8. Once the document is signed, a confirmation screen will be displayed showing the file(s) name(s), package ID, performed action and document status.


From here you may:

+ Click the "Home" button to move to your SharePoint Home screen.