Organizing Documents and Labels

Organizing Your Documents With Labels

Labels function as a folder system, as you can add them to your documents and retrieve all documents with that label using the Search bar.

You can add a label to your document from the dropdown at the end of the document row:

If you've already created some labels, you can search for them and select the ones you need. Otherwise, click " Create New Label": 

Enter the label's name and click " Create." Then check the box next to the label/s that you'd like to add to the document, and hit "Save": 

Once you've added the appropriate labels to your documents, you can search for the documents under a specific label in the Advanced section of the Search bar under the heading " LABELS":

Document "In Progress" Status

When your document's status shows " In Progress," one (or more) of the recipients still needs to complete the document. 

By hovering over " status" or "In Progress," you can see who the document is waiting on before it can be completed: 

If enabled, the system automatically sends out reminders after a document's been sent, but if you'd like to send a manual reminder, you can do so from the dropdown menu at the end of the document row:

Sending a reminder will also reset the expiration date for the document, so if the document link has expired, you can send a reminder to reactivate it. Please review the instructions on adjusting document link expiration settings.

Mark As Signed

If a document was signed in person, you can mark it as signed or completed by uploading the signed file.

To access this, you would click on the " Mark as Signed" option from the dropdown menu at the end of the document's row: 

A dialogue box will appear, allowing you to upload the completed file:

If you choose to notify your recipients that the document has been completed manually, they'll receive an email notification like this:

If you have any questions, please feel free to contact us at support@signwell.com.