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Home > Navigating SigningHub Home > Organising your documents list

Organising your documents list

After successful login, the "Home" screen is appeared, where you can see all your documents (whether shared by you or sent to you for collaboration) in the main grid. You can filter your documents on the basis of their statuses, scroll the grid to view older documents, and may also sort your documents list with respect to different parameters.

 
  • Home screen field headers 
    Document Name: This field header displays the names of listed documents.
    Next Signer: This field header displays the names of configured next signers (in the workflow) of listed documents (where applicable).
    Date: This field header either displays document uploaded dates (in case you are a document owner) or document received dates (in case you are a recipient).

    Owner: This field header displays the document owners' names of listed documents.
    Action:  Based on documents' statuses, this field header displays the respective document operations (i.e. Prepare or Open). The documents with 'Draft' status can be prepared for approval workflow, while the documents with other statuses can be opened for the specific purpose (i.e. viewing, signing, reviewing, or updating).  
  • Status based filtration of your documents:
    By default all your documents are displayed in the main grid. To filter out documents on the basis of their statuses,

    1. Click the "All" option available at top right side of the main grid to view all your documents. The adjacent count shows your total number of documents in SigningHub, however this count does not include the archived documents. 
    2. Click the "All" option and select the desired status from the drop down to view the respective list of documents. The system will filter out your documents and will display only those documents having the same (selected) status. The adjacent count with each status shows your total number of documents in that status.
      The documents with 'Draft' status will have the "Prepare" button, while the documents with other statuses will have the "Open" button in the main grid.
    3. Click the "All" option and select the "Archived" option from the drop down to view the archived documents. The adjacent count shows your total number of documents that have been archived. 
    4. Repeat the step 2 again to filter out your documents with respect to other statuses.
  • Pagination:
    By default up to 12 documents are displayed in the main grid. However, if you want to access the documents that exist at the end of the list, just scroll down the main grid. The system will keep fetching the ending records accordingly. The system will also show the count of displayed and existing (total) documents.  

  • Sorting your documents list:
    By default the latest documents are displayed on the top. However, you may sort your documents list on the basis of document name, document owner name, and modified date. To sort the documents list,

    1. Click the "Date Modified" option adjacent to the "All" option and select the desired parameter from the list. The system will sort the document list accordingly. Clicking the parameter for the 1st time will sort the list in ascending order, while clicking the same parameter again will sort the list in descending order with respect to that parameter.
    2. Repeat the step 1 again to sort the documents list with respect to other parameters.
  





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