The Manage (Envelopes) Screen

The Manage screen is where you can:

  • Create envelopes in which to upload documents or drop in document templates—and prepare them for signature and submittal.

  • See what envelopes have been received (i.e., are in your Inbox), sent, and/or still contain document drafts pending completion/submittal.

  • View envelopes containing documents still awaiting your signature, others’ signatures—and those (if any) in which you’re designated as an observer (i.e., witness of others’ signatures).

  • See envelopes that have been completed/cancelled, are due soon, and/or contain signature requests that have expired or been denied.