In the Web app, you can search, rename or delete your documents easily.
How can I search my document list?
How can I rename a document?
Once you have multiple documents, or copies of a document you might want to use unique names to identify signers, companies, etc.
If you import a document with the same name as an existing document in your Signeasy account, we'll automatically prompt you to rename the document.
- From your document list, select the option next to the document as shown below.
NOTE: Documents in the Pending or Draft status cannot be renamed.
How do I delete a document from the list?
In order to delete a document from the list, you can use a few different methods:
- Click the Delete option from the drop-down menu on the document list.
- Select the document you want to remove, then click the Trash option.
For instructions on downloading multiple or all documents, read - How do I download all my documents?