Dashboard

Teranode Sign offers a dashboard that allows you to easily manage your incoming and outgoing digital signing transactions - Envelopes - in one place. It provides an at-a-glance view of the envelopes with documents that require your signature and those that have been sent for signing. You can also review the workflow status of an envelope and take any necessary follow up action.

You can access the Dashboard from the Dashboard tab in the left side navigation bar.

What you can do:

• Create a New envelope (Upload documents)

• Review and follow up envelopes that:

  • Require your signature

  • Have been sent for signing

Envelope Status Overview

The Dashboard displays an overview of latest envelopes. Envelopes can be pending, signed, canceled or voided.

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To review envelopes that require you to add your signature, follow these steps:

• Click the Review button. A document preview page opens and displays the first document within the envelope.

• Review the document.

• Fill in the fields - required fields are indicated by the green arrow.

  • If you are a new user, you will need to add your visual signature. You can add Typed signature, Drawn signature (using mouse or trackpad) or Upload an image of your real signature.

  • You will be required to provide the initials as well.

  • Save and confirm signature

  • You can now place your signature to signature fields

• Click Sign Now to confirm the signing of the document. The document has now been signed. If there are more documents in the envelope, you will be guided to the next document automatically, where you can repeat the process.

• An email notification will be sent to the signature requestor providing confirmation that you have signed the document.

• If you do not wish to sign the document, click Decline. An email notification will be sent to the signature requestor informing them that you have declined to sign the document.

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Audit Trail

An Audit Trail appears below the document that displays a log of all activities for the document. This includes the following:

• The creation date of the signature request.

• The email of the person that created the signature request.

• The date of on which the document was signed.

• The email of the signer.

• The date of the signing confirmation and email of the signer.