¶ Sign Document

Click on the Digital Signed Documents section in the left navigation bar to access the list of digitally signed documents.

¶ Create new Sign Document

Click on “Create” to start initiating a new electronic signing document.

¶ Group by

Group by is a feature that allows users to organize documents into groups based on the Creator or Status.

¶ Refresh

Allows users to reload the current list.

¶ Search

Allows users quickly search for documents by entering keywords such as Reference Code (Ref) or Title.

¶ Select a view and Create new view

Select a view
Click the icon to select the display mode according to each View. The system defaults to showing the following Views:

• Cancelled documents
• Signed documents
• Waiting for others to process
• Waiting for you to process
• Created by me

Create new view
Users can quickly create a View based on specific conditions to easily track relevant lists.
Click the (+) icon to create a new View.

The system will navigate to the View creation screen as shown below:

Configuration

• Name: Enter the display name for the View.
• Condition: Select filtering conditions, including three types: Creation Date, Created By, Status.
• Check: Click Check to preview the list of documents based on the selected conditions.
• Sort: Choose to sort by Creation Date or Title.
• Quantity (maximum 1000): The default is 100. Users can enter the desired number of items to display.

Column list:

• Group: Default is None. Users can choose to group by Created By or Status.
• Displayed Columns: Click Edit Columns to select which information columns to display.
• Display Quantity: There are two modes: Based on screen size or Custom display quantity.

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