by Justin B 7 years ago
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Options (checkbox)
Only documents with attachments
Only that have form fields
Only certified signed
Modified date
Expiry date
Source
Document types
Docx
Folders
InBox
All folders
All
Package ID
Document ID
To
From
Select multiple documents
Move to
Bulk share
Recall
Bulk sign
Reminders
Sort document list
By date modified
By name
Action
Sign
Open
Prepare
Meta data
Document size (KB)
Document status
There may be more...
Draft
Location folder
To: (recipient)
Document Title
In this mode two users are added by default, with me as a first user containing email address and my type set as Signer. A blank second user is also provided.
Document thumbnails
Document stage
Hotspot types
Individual hotspot properties per hotspot type
Add Text
Checkbox
Radio button
Text field
Date
COmpany
Job TItle
Emal
Electronic signature
Document operations
Finish Editing
Close
Save and close
Save
Comments
Workhistory
Package details
Merge documents
Upload additional pages
Workflow Type
Custom (mixed workflow with serial and parallel)
Individual (each user gets their own copy)
Parallel (any order allowed)
Serial (follow a defined order)
Continue workflow on decline
Set reminder
Subsequent reminders
Total number of reminders [y]
Continue to remind every [x] days
Remind after days
Delete recipient
Permissions
Legal noice
Its weird, its kind of attachment but they have placed this feature under "Set permissions".
Attach legal notice
Allow changing of recipients
Allow adding text
Download
Allow to print
Signing security
Access duration
For number of days
Between two dates
Document level authentication
Set password
No additional security
Options
Email message to all participants
Post processing
Send completed documents
To provided emails
Email content
To all participants
Comments for all recipients
Add recipient
Bulk upload recipients using CSV
Placeholder
Recipient with email
Add to library
Rename
Delete
Apply a template
Certify document
Lock the document when last recipient has signed
Certify with form filling, signing and annotations
Certify with form filling and signing
Certify with no changes
Upload from
OneDrive
Dropbox
Google drive
Enterprise
Personal
Computer
This workflow type is fairly simple, it doesn't include option to add new participants, or change workflow type.
Delegate between dates
End date
Start date
Delegate to
(Same as enterprise settings)
Signing details
Signature appearance
User Location
Security Question
Enterprise account details
Personal details
Advanced
Redirect URLs
Send document processing report
On closing/finishing
Delete enterprise account
Charts and filters
Legal notices
Document versioning
Password strength policy
Role for unregistered users
Document and recipient permissions
Reports
Signature charts
Signature statistics
Document charts
Document statistics
Branding
Colour
Edit colors
Company logo
Favicion
logo
Integration
Workflow Completion Report
Add completed documents in the report
Send workflow completion report
Application Integration
Lots of features
Email templates
Save Email Template
Reset template to default
Save custom template
Email body
Subject line
Type
And more...
Registration completed
Account activation required
Enterprise invitaion
Notify document owner when
Lots of options
Document library
View list of documents
Edit/Delete
Size
Template applied
Title
ID
Upload documents
Create templates
Could not create template because of trial user restrictions
Contact groups
Add contacts to group
Description
Import contacts
Contact list
Edit option
Create new
User Roles (Access level)
Admin users
Enterprise Users
Edit with lots of options
Invite users
Bulk invite
Upload CSV file
Individual invite
Access level
Registered users
Subtopic
Change password
User Profile Details
Account owners's email
Job Title
User access level
Name
Enable / Disable
Account owner
Phone number
URL
Enterprise name