Manage your Signed Doc
1. Log into your account at app.onetrace.com
2. Select the Projects tab from the left-hand menu.
3. Select the Project.
4. Head to the Docs & Files section and click on the Folder of choice.
✨ If you click on the three dots, you can rename or delete the Folder.
✨ You can filter the Signed Doc by Status, or select Outstanding Docs only.
5. You can see the overview of all Signed Docs on the Project/in the Folder, along with their details (Doc Name, Progress, Signatures, Status, Auto Assign, Issued).
✨ Progress shows how many users have been assigned to the Signed Doc and the percentage of completion.
✨ Signatures indicate the number of users who are yet to sign. If everyone assigned has signed, it will display All Signed.
6. Use the three dots on the right to quickly Disable or Enable Signing, Move the Doc to a different Folder, or Delete it.
7. Select one of your Signed Docs for a more in-depth overview and additional actions.
✨ Click on the three dots on the right to disable signing, move or delete the Signed Doc.
✨ Click on Add Members to add new users who can sign.
Report on your Signed Doc
Once on this page, you'll have an in-depth overview of your Signed Doc.
8. Click on Download to generate the Report of your Signed Doc. Select your preferred option.
9. You can also download the Document Only by clicking on the three dots appearing on the Signed Doc preview on the right.
☝️ Signing Summary & Document: downloads the file along with a list of users who have signed, viewed, or not taken any action.
☝️ Document Only: downloads just the file exactly as it was uploaded.
Edit Signed Doc Details
10. Click on the Edit Icon under your Signed Doc preview to modify the Doc Name and Reference you have given to it.
Monitor Activity for Signed Docs
✨ Here you will see an overview of the members assigned to the Signed Doc, along with any actions they have taken.
✨ You can also Add Members to your Signed Doc at any stage of your work.
11. No action shows the members who have either not seen the Signed Doc at all, or have seen it but not signed it.
12. Signed will only show members who have seen the Signed Doc and completed it.
✨ Click on the Name of the user or the three dots to view the activity log of each assigned member.
Need more help?
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