Your dashboard is the first thing you will be greeted with upon logging in to your SignFlow account. This palette of interactive buttons is basically a customised user interface, which organises and presents everything you would want to do in SignFlow.
Your dashboard will represent the functionalities associated with the SignFlow account you have - i.e. either SignFree, SignFree With Workflow, SignFlow Professional or SignFlow Professional - SA Legal. The image below represents a SignFree With Workflow account.
We will use the term "basket" to refer to the different dashboard components.
Any document/s that require any action (e.g. signing or approving) from you will be displayed in this basket.
Every document you have sent out to be signed will be displayed here. Essentially, any document that has an incomplete workflow goes into the Circulating basket.
Any document workflow that you have cancelled will be displayed in this basket. NOTE: If a workflow has a specified Due Date and Auto Expire is set to Yes, the workflow will be cancelled and moved to the Cancelled basket on the specified date.
Any documents you have sent for signing or approval, which have been rejected by the recipient, will be displayed in the Rejected basket.
Documents that have been approved and signed are stored in the Completed basket.
This basket acts as a backup in the event of unforeseen IT problems, such as Internet downtime or sudden PC shutdown. Any document workflow you were busy setting up when the instance occurred, will be saved in the Drafts basket and you will be able to log in and carry on where you left off.
Shared With Me:
This basket will display all the documents that have been shared with you. If you’ve been added to a workflow as a viewer, documents will be displayed in this basket. They will also be displayed here if you’ve been part of a workflow to sign a document.
The PA (Personal Assistant) Docs basket holds all the documents you have been nominated PA of. As the document originator, you will not have a PA Docs basket, unless you have been nominated by someone else as PA.
Your nominated PA will be able to see the documents that have been sent to you and that require an action, and can inform you accordingly. NOTE: The PA will only be able to view the first page of the document, to be able to verify the applicability of the document to the signer. For security reasons, the PA is only able to reject a workflow (they cannot reassign it).
This is an overview of all the documents the team has in their SignFlow baskets, including Pending, Circulating, Cancelled, Rejected, Completed, Drafts, Shared With Me, PA Docs, Team Docs and Portfolios. All documents in the system are visible to team members and the team leader has visibility of every document's audit trail. The team leader also able to open and view any given document and can reassign individual documents to someone else or carry out bulk reassignments of documents.
Portfolios are used for combining multiple documents, signed or unsigned, into one PDF document. You are able to workflow documents and forms, as well as split documents into separate workflows per page (which will then be brought back into one file set), with the Portfolios feature. You are able to share portfolios to the business department team and individual users, where they are either viewers, contributors or designated as owner (when change ownership).
This basket shows the total number of documents you currently have stored on the SignFlow system, excluding shared documents.
This basket shows you how many documents you can still store on the SignFlow system.