Manage Documents page

Overview

IMPORTANT: The user must have the Signing Review Management workflow feature for the Manage item to be included in the navigation menu. The Signing Review Management workflow feature is included in the following services and roles:

  • Document Builder (service)
    • Signing Admin (role)
    • Signer

I want to ...

Open the Manage Documents page

  1. In the navigation menu, select the Signing item. The Dashboard page opens in the right panel and the navigation menu changes to display signing specific items with the Manage item selected.
  2. In the navigation menu, select the Manage item. The Manage List page opens in the right panel.

Manage signers

Administrators can assign documents to signers or notaries. This can help if you have multiple signers and one signer’s load is larger than another, or if a signer takes a leave from work for any reason. You can choose the columns that display in the assignments table.

Manage Assignments page wiht Change Assignment window open and callouts screenshot

Letter Description
A If an arrow displays beside a name in the Recipient column, select it to display or hide documents currently in the signing list for that county (or jurisdiction).
B Select the Filters dropdown button and use the dropdown lists to limit the documents that display.
C Use this field to search for the documents you want.
D If all documents in a queue have been signed, the signer’s name displays in green.
E Mark boxes in the first column of the table and choose Actions > Update Assignments to change assignments for the marked items. Changing a package assignment changes the assignment for all documents in the package.

F

 Choose Actions > Find & Replace to change a notary or signer.

QUICK TIP:  

Use the Search field to find a name, county, or organization.

Choose Actions > Customize Columns to choose the columns that display in the table.

  1. Open the Manage Documents page.
  2. If desired, select the Filters dropdown button and use the dropdown lists to limit the information that displays in the table.
  3. To change signers for a single item, select the edit icon For that item. Then use the dropdown list for the assignments you want to change to choose the person who should be assigned to the marked documents and select the Change Change button button.
  4. To change signers for multiple items, mark the boxes of the items you want to change. Then do one of the following:
    • To find and change a signer or notary assigned to marked items, do the following:
      1. Select the Actions Actions dropdown button dropdown button and select the Find & Replace item.
      2. In the Find & Replace window, select the user Type you want to replace.
      3. Use the Find dropdown list to choose the person you no longer want assigned to the items.
      4. Use the Replace dropdown list to choose the person you want to assign to the items.
      5. Select the Replace All item.
    • To change one or more signer assignments for the items you marked at the same time, do the following:
      1. Select the Actions Actions dropdown button dropdown button and select the Update Assignments items.
      2. From the dropdown lists for the assignments you want to change, choose the person who should be assigned to the marked documents.
      3. Select the Change item.

QUICK TIP:  

Mark a box to mark and change all the documents listed under that county (or jurisdiction).

Select an arrow () beside a county (or jurisdiction) in the Recipient column to display all documents for that county (or jurisdiction) and mark only the boxes for documents you want to change.