Managing Documents

Understanding document categorization on the Webapp
With our latest release for our web app, users now have a better understanding and overview of the actions to be taken. The new update brings various ca...
Mon, 15 Aug, 2022 at 11:51 AM
How do I search, delete, or rename my documents in the Web App?
In the Web app, you can search, rename or delete your documents easily. How can I search my document list? To search the document list, just c...
Mon, 6 Dec, 2021 at 2:05 PM
How do I rotate and zoom on my document?
You may need to rotate your document to sign it in a different place, or in the case of a landscape document. Maybe the text is small and you need to zoom i...
Mon, 6 Dec, 2021 at 2:05 PM
How do I save or complete my document?
Once you've added information and completed fields, you can save a "Sign Document"/self-sign original file as a draft to return later to fina...
Thu, 21 Apr, 2022 at 3:37 PM
How do I download the audit trail for a document?
Once a document has been completed, you can download the audit trail for the document. How do I download the audit trail for my document? Navigate ...
Mon, 6 Dec, 2021 at 2:06 PM
How do I merge my document with the audit trail?
You may follow the steps given below to merge the Audit trail with the completed document. Click on your initials to the right hand top of your webapp hom...
Mon, 6 Dec, 2021 at 2:06 PM
Sharing Signed Documents from the Web app
Sharing your completed and signed documents can be done two simple ways! How Do I Email A Document? Select the document to open and then select the ...
Mon, 6 Dec, 2021 at 2:05 PM
How do I download all my documents?
You can download all your documents through the steps below: Navigate to your Signeasy account on the web app. Click on "Completed". Sele...
Tue, 1 Feb, 2022 at 4:24 PM
Understanding document states in the Web app
Signeasy uses 4 different document states to help you easily navigate your document list and maintain organization: Original, Draft, Pending, and Complete....
Mon, 6 Dec, 2021 at 2:06 PM

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