Keeping Track of Your Documents
Keep track of your documents, where to find your documents, and how to stay organized throughout your signing process.
Learn how to easily keep track of your documents using your SELISE Signature dashboard. This guide walks you through your dashboard, where to find your documents, and how to stay organized throughout your signing process.
Understanding Your Dashboard
When you log into SELISE Signature, your dashboard will look like this:
Your dashboard provides a clear overview of document activity at a glance:
- Yet To Sign: Documents awaiting your signature.
- Yet To Review: Documents needing your review and approval.
- Pending: Documents awaiting signatures from other parties.
- Completed: Documents where signing is complete.
Each section displays the number of documents and allows you to navigate to them quickly with a click.
Managing Your Documents
On the left-hand side, under DOCUMENTS, you’ll find organized sections:
- My Documents: All documents you have created or uploaded.
- Received Documents: Documents others have sent to you for viewing, reviewing, or signing.
- Drafts: Documents you have saved but not yet sent.
- Archived: Completed or inactive documents saved for reference.
Use these sections to keep your document flow organized and efficient.
Viewing Your Documents in "My Documents"
Clicking on My Documents displays a detailed list of your active files:
Each document entry includes a “Sign” or “View” button or a dropdown with additional options located on the right based on the document's status.
Quick Actions
- Sign: Click the Sign button to proceed to signing immediately.
- View More Options: Click the dropdown (\u25bc) next to the “Sign” or “View” button to show these options:
- Withdraw Invitations: Cancel the signature requests you have sent out.
- Archive: Move the document to the archive for record-keeping.
- Copy Contract Link: Copy a shareable link to the contract.
- Reuse Contract: Create a new contract using the existing document as a template.
- Search & Filter: Use the search bar at the top right to find specific documents or apply filters for better navigation.
Monitoring Document Progress
- Green Bar “Completed”: Indicates fully completed documents.
- Gray Bar “Yet to sign”: Indicates documents you still must sign.
- Orange Bar “Pending”: Displays documents that still need to be signed by others.
- Red Bar “Canceled”: Displays documents that have been withdrawn by you
- Pink Bar “Declined”: Displays documents whose signature has been declined by others.
This visual tracking helps you monitor completion status at a glance.
Best Practices for Staying Organized
✅ Act Promptly on documents listed in "Yet To Sign".
✅ Review Pending Documents regularly to follow up with participants, if necessary.
✅ Archive Completed Documents to declutter your workspace.
✅ Utilize Search and Filters for efficient document management.