eSign Central
Form ID: (MBES4010)
On the eSign Central form, you can check the status of any documents that have been sent
for electronic signing and send reminders.
Note: To automatically update documents's statuses
on a regular basis, set up an automation schedule on the eSign Sync (MBES5010) form.
Form Toolbar
The form toolbar includes standard and form-specific buttons. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific buttons are listed below.
| Element | Description |
|---|---|
| Void Document | Voids the e-signature request for the selected document. |
| Remind Recipient | Sends a reminder message to the recipient(s) of the selected document. |
| View Document | Opens a new window showing the selected document on the e-signature service. |
| Check Status | Polls the e-signature service and refresh the status of the selected document. |
Summary Area
This area contains settings that let you filter the main table.
| Element | Description |
|---|---|
| Owner | The user that the main table is currently showing documents for. Select a user, or leave this field blank to show documents for all users. If Me is ticked, this field will be read-only. |
| Me | Tick this box to show only documents that were sent for signing by the logged in user. |
Table
The main table shows the details of all documents that were sent sent for signing by the selected user(s).
| Element | Description |
|---|---|
| Name | The document's name in the MYOB Advanced system. Click on the name to open the document in the File Maintenance (SM202510) form. |
| Subject | The subject of the email sent to recipients of the e-signature request for this document. |
| eSign Status | The document's current e-signature status: Draft, Out for e-signature, Signed or Cancelled/Declined. Click the status to show all documents with that status in a separate window. |
| eSign Activity Date | The date when the document's e-signature request was created, or when its status was last changed. |
| Expiration Date | The date when the document's e-signature request will expire. If the document has not been signed by this date, it will need to be re-sent for signing. |
| Creation Date | The date when the document was created. |
| Source Screen Name | The name of the screen that the document is attached to, e.g. Sales Orders if the document is attached to a sales order. |