The New Dashboard - Transactions and Templates

SIGNiX has introduced a new Dashboard style home screen to certain clients, with new features available to manage transactions and templates in the account.

With the new dashboard, there are new actions that can be taken in your account when you are handling transactions.

When you click on the “Transactions” link, you will be brought to a screen where all of your transactions are listed. From here, you can click on a specific transaction in order to open it up to its Status screen, this has not changed from past user interfaces.

You can search your transactions, using the basic and advanced search options. The basic search will allow you to enter a keyword that would be found in the transactions’ title. The advanced search will let you narrow down to a specific date range in your account, along with the last name of one signer on the transaction.

You can now select multiple transactions on this screen, and perform Bulk Actions on them all at once instead of one at a time. For example, you can select several Expired transactions and Resume them all at the same time.

The Bulk Action options include:

Email Documents

With this button shaped like an envelope, you will be able to select multiple transactions at once, then send all of the documents from those transactions to anyone whose email address you enter. They will get a zipped file folder attached to the email message, containing all of the documents inside. We recommend using this feature with caution, as you could be sending sensitive information out and it will not be protected in any way. An example use case for this feature would be sending your completed documents to your company’s internal HR department.

Download the documents

The down arrow button allows you to Download all of the documents, and the audit trails, from all of the selected transactions at once. You will receive a zipped file folder with the PDF documents inside, found in the Downloads section of your computer.

Print the documents

The printer icon allows you to send all of the documents from the selected transactions to the printer connected to your computer, if you need paper copies of them.

Cancel the transactions

The button shaped like a circle with a line in the middle will allow you to change the status of all selected transactions to Cancelled.

Suspend or Resume the transactions

The Play and Pause shaped button allows you to change the status of all selected transactions. For those which are already Suspended, they will be resumed and the Status will change to Running. For those which are already Running, they will be changed to Suspended.

You can also filter your transactions by Status, using the drop down menu on the left. This can help you locate just the Completed transactions, for example, so that you can perform a quick bulk download on all those finished documents.

The filter options are:

• All Started Transactions - these have been sent out to be signed
• Completed Transactions - these are signed by all parties
• In-Process Transactions - these are partially signed but not yet Complete
• Expired Transactions - these were not signed within a certain amount of time
• Suspended Transactions - these are "on hold / paused" for some reason
• Cancelled Transactions - these no longer need to be signed
• Draft Transactions –  nothing will appear here, as this option will be removed in the future to avoid confusion 
• Unstarted Transactions – this is where your Saved transactions will appear

Templates

When you click on the “Templates” link, you will be brought to a screen where all of your templates are listed. You can search in the same way as you can the transactions, with key words in the title or through the advanced search feature by date.

To use a template, you can click on the title to open it up and begin creating a transaction from the chosen template.

The creation of new templates will work the same way has it has in the past. You will begin creating a new transaction, then you can use the “Save As” button to save as a new Template.

There is a filter on the Templates screen, but currently we do not have any additional features for the templates so you will not see anything when you change the filter to the “Starred Templates” option, which will be removed in the future to avoid confusion. 

There is a column on the Templates screen called “Owner” that does not currently display any information. A future update will make it so that the creator of the template will be listed there.

While there are some checkboxes for selecting templates, we do not currently have any bulk actions that can be performed on templates in the new dashboard. Soon we will introduce the ability to delete templates as needed.

The creation of new templates will work the same way has it has in the past. You will begin creating a new transaction, then you can use the “Save As” button to save as a new Template.