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 also sign your "Pending" documents.
Before you proceed to browse the "Status" screen, you must have the SH-CHECKSTATUS permission.
Before you proceed to browse the "Status" screen, you must have the SH-CHECKSTATUS permission.
Check the status of your SharePoint documents
- Browse the SharePoint site link (as provided by your SharePoint admin) and log into your SharePoint account.
- Click any document library (e.g. Documents).
- Based on your opted SharePoint View, click the "SigningHub" tab and select the "Status" option.
- The "Document Status Summary" screen will appear, listing all the shared documents related to you (the logged in user) along with their respective information, i.e. Document Names, Document Owner, Next Recipient, Date Sent, Package Status, and Actions. See the below table for its columns description.
Column Headers Name 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
Next This shows the name of configured next recipient in each SigningHub workflow, i.e. Caroline Joseph.
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, see details.
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.
- Click
- Use the "Search" field to search a specific document from the list on the basis of its name.
- By default all your account documents are listed in the grid. However, you can filter them out on the basis of their statuses. Use the documents status filter adjacent to the "Search" field to view the respective list of documents, i.e. Signed, Reviewed, Pending, Draft, etc.
Delete your SharePoint documents
When you feel certain amount of documents are accumulated in your SharePoint account and are getting toilsome to maintain, you can delete the unimportant ones from the list.
Select the document(s) from the list to delete and click
from the grid header, as marked with red arrows on the above image.The selected documents will be deleted from your SharePoint account (i.e. Respective document library and Check Status screen). However, the deleted documents will still be available in your SigningHub account in their respective statuses.
Menu Bar Options:
- Click Dashboard to view your SigningHub Dashboard, see details.
- Click Share to view your SharePoint Home screen for sharing a document.
- Click Sign to view your SharePoint Home screen for signing a document.
- Click Settings to view your account settings, see details.
- Click Health to view health of your account settings, see details.
1. In order to access the Check Status screen, you must have the SH-CHECKSTATUS permission.
2. You can delete documents packages from your SharePoint account irrespective of their current status. However, the deleted packages will still be available in your SigningHub account.