Manage Dashboard
TezSign users can manage their documents on the dashboard by tracking their statuses, duplicating, voiding, or deleting documents.
Step 01:
Toggle between different tabs to view the document status list.
Step 02:
Search for documents by document name or click on the 'filter' icons.
Step 03:
Narrow down your search by selecting a date range spanning the past 12 months.
Step 04:
You can click the 'Select' button and choose 'View Status Report' to check the processing status of pending documents.
Step 05:
Under 'Document Status Report', users can view activity statuses.
Step 06:
You may resend the reminder if needed.
Step 07:
You can select 'View Document' for completed documents.
Step 08:
In the PDF Library, you can view and download the agreement and appendix documents.
Step 09:
You can also select 'View Certificate'.
Step 10:
To view and download the certificates.
