Envelope Actions

Various actions can be performed on an Envelope based on it's current status. Following actions are available from the Envelops list page and within envelope detail view:

  • View Document – Preview the latest version of the documents sent for signing.

  • Send Reminder – Reminds current recipients to sign the documents.

  • Download – Download latest version of the documents.

  • Activity History – View the audit log of all actions performed on the envelope.

  • Void - Voids the envelope, no further operations can be performed on the envelope besides moving it to trash.

  • Email Document - Send latest version of the documents via email to a specific email address.

  • Delete – Voids and moves the envelope to trash. Envelope stays in trash for 30 days after which it will be deleted permanently.

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