Finding and organising documents

Tabs and search

• All, Waiting, Completed, Drafts and Closed (declined, expired and cancelled), each with a count. The tab you used last is remembered.
• Type in Search documents to find a document by its name.
• Choose how many rows to show at the bottom of the list (25, 50 or 100), and move between pages.

The ⋯ menu on each document

• Edit (drafts) or Open.
• Duplicate: a new draft with the same file, people and fields. Nothing is sent.
• Download signed PDF when it is finished, or Download original.
• Make private or Make visible to the team, if you are in a team.
• Auto-delete…: choose when it is deleted (below).
• Delete: deletes it for good, after asking for your password.

Auto-delete

You don’t need to keep signed documents with us forever. Each document has an auto-delete setting, shown in the Auto-delete column. New documents start with your account’s choice (90 days unless you change it in Account, Your data). To change one document, choose Auto-delete… in its menu:

• 30 days, 90 days or a year after it is finished, or Never: keep it until I delete it.
• The count starts once the document is finished (completed, declined, expired or cancelled). Drafts and templates are never auto-deleted.
• A week before, we email you a list of what is due. On the day, we email you the final copy of each document with its activity trail and fingerprint, all in one email, then delete it.
• Tick Also email the final copy to everyone on the document to send it to the signers and people copied in as well.
• If you change it on a finished document, the new date is always at least a week away, so the warning always comes first.

Contacts

Everyone you send to is saved to Contacts automatically, so their details fill in as you type. Only you can see them. You can add, rename or remove contacts, or clear them all (removing asks for your password). Contacts you haven’t used for a year are removed.

Reports

The Reports page shows, for the last 30 days, 3 months or 12 months: documents sent, how many were fully signed, the typical time to first open and to sign, the fastest and slowest, and how they ended up (signed, waiting, declined, ran out of time or cancelled), with a chart you can also view as a table. It counts your documents and your team’s.