Manage eSign Documents

Form ID: (ES401000)

You use this form to manage electronic documents that have been submitted for electronic signature.

Form Toolbar

The form toolbar includes the buttons described below.

Button Description
Recall Document

Opens the Recall Document dialog box for the selected esignature request.

The button is available only if the document has been sent and has not been signed yet.
Remind Recipient Sends an email with a reminder to the recipients of the selected document.
View Document Opens the esignature provider's webpage with the selected document.
Check Status Sends an API request to update the status of signing for the selected document.

Selection Area

You can use the settings in this area to narrow the range of documents listed in the table.

Element Description
Owner The owner of the documents shown in the table. This box is available for editing only if the Show Mine check box is cleared.
Show Mine A check box that indicates (if selected) that the system shows the documents that you own.
Table 1. Recall Document Dialog BoxIn this dialog box, you can enter the reason of recall and confirm the action.
Element Description
Recall Reason The reason for cancellation of the document.
The dialog box contains the following buttons.
Recall

Voids the document and changes its status to one of the following;

  • Cancelled/Declined for Adobe® Acrobat® Sign
  • Voided for Docusign™
Cancel Closes the dialog box without saving changes.

Table Columns

Column Description
Name The name of the document's file, which is a link to the document settings on the File Maintenance (SM202510) form.
Subject The subject of the esignature request.
Owner The owner of the document.
Provider The esignature provider used to send the esignature request.
eSign Status The current status of the esignature request according to the esignature provider.
Recall Reason The reason of the document recall.
Status Updated On The date and time when the status of the request is updated at the esignature provider.
Expires On The date on which the esignature request for the document expires.
Created On The creation date of the esignature request for the document.
Source The MYOB Acumatica form to which the document is applied.