Review page

Overview

IMPORTANT: The user must have the Signing Review Management workflow feature for the Review 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 Review 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 Review item selected.
  2. In the navigation menu, select the Review item. The Review page opens in the right panel.

Set up folders

You can set up folders to help you organize documents that are ready for signatures. For example, you could set up a folder for each signer and notary, or folders that separate signers and notaries into two groups. You could also set up a folder for each recording county (or jurisdiction) where you submit documents.

QUICK TIP: The number of documents in each folder displays on the Manage Review Folders table.

  1. Open the Review page.
  2. On the Review page, select in the Filters dropdown button and in the Folder field go to the bottom of the list and select the Manage Folders Manage Folders item item. The Manage Review Folders window opens.
  3. In the Folder Name field, enter the name you want to use for the folder you are creating.
  4. Select the Create New Folder Create New Folder item button. The new folder is added to the table in the window.
  5. Select the Done Done button button. The Manage Review Folder window closes.

Remove a folder

  1. Open the Review page.
  2. On the Review page, select in the Filters dropdown button and in the Folder field go to the bottom of the list and select the Manage Folders Manage Folders item item. The Manage Review Folders window opens.
  3. In the table, select the Delete Folder trash can Trash Can (delete) button icon of the folder you want to remove. The Remove Review Folder window opens.
  4. Select the Remove Remove button button. The row is removed from the table.
  5. Select the Done Done button button.

Review all documents

  1. Open the Review page.
  2. If needed, use the dropdown list to select the folder.
  3. Select the View Documents View Documents button button. A document opens and the navigation menu changes with Document item selected.

View selected documents

  1. Open the Review page.
  2. If needed, use the dropdown list to select the folder.
  3. In the left‑most column, mark the items you want to review.
  4. Select the View Selected View Selected button button. A document opens and the navigation menu changes with Data Entry item selected.

From the Actions dropdown list, I want to ...

Delete and item in the review list

  1. Open the Review page.
  2. If needed, use the dropdown list to select the folder to review.
  3. In the left‑most column, mark the items you want to delete.
  4. Select the Actions Actions dropdown button dropdown button. A menu opens.
  5. Select the Delete Delete (Trash can - Discard document) button item from the menu.

Move an item in the review list

  1. Open the Review page.
  2. If needed, use the dropdown list to select the folder.
  3. In the left‑most column, mark the items you want to move.
  4. Select the Actions Actions dropdown button dropdown button. A menu opens.
  5. Select the Move Move item Item from the menu. The Move Document window opens.
  6. In the dropdown field, select the document.
  7. In the Comments field, enter comments about the move.
  8. Select the Move Move button button. The window closes and the document is moved and the Review page table is updated.

Archive an item in the review list

  1. Open the Review page.
  2. If needed, use the dropdown list to select the folder.
  3. Select the Actions Actions dropdown button dropdown button. A menu opens.
  4. Select the Archive Archive item item from the menu. The Archive Documents window opens.
  5. Read the information in the window.
  6. Do one of the following:
    • To archive the selected documents, click the Archive Archive button button.
    • To cancel the archiving of the selected documents, click the Cancel Cancel button button.

Customize the column display and order

  1. Open the Review page.
  1. Select the Actions Actions dropdown button dropdown button.
  2. Select the Customize columns Customize Columns item item. The Column Display And Order window opens.
  3. Mark the column names you want to include on the page.
  4. Clear the column names you wan to exclude from the page.
  5. To change the column display order, select the row you want to move and drag it to the new position.
  6. To save your selections, select the OK OK button button. The Columns to Display window closes and the page displays the new selections.

Export the Print Documents page items as a CSV file

  1. Open the Review page.
  1. In the table, mark the checkboxes of the items you want to export to a CSV file.
  2. in the upper‑right corner, select the Actions Actions dropdown button dropdown button. A menu opens.
  3. Select the Export Data Export Data item item. The DataEntryList.csv file downloads to your browser's download location.