Manage document progress in plugin

Demo video also available: Secured Signing demo - Document Signing Example

Step 1: Start RDB ProNet

Login to RDB ProNet

Use your RDB ProNet account to login.

Secured Signing - Login to RDB Pronet
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Step 2: Open Secured Signing plugin

Navigate to a job editor for a job. (Take job editor for example)

  1. Open HOME menu.
  2. Click Job Index button.
  3. Double click a job in the list, a job editor for the job will show up.
Navigate to a job editor
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Navigate to Secured Signing Plugin

  1. In the right bottom area of the job editor, click Secured Signing tab.
Navigate to Secured Signing plugin
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Step 3: Document list

Secured Signing sent Document list

The list shows basic information of documents sent via Secured Signing, including:

  • Document name
  • Document signing due date
  • Document status
  • Last Signed date of the document
Document list in Secured Signing plugin
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Step 4: View document progress

Select a document, View Document Progress button will become enabled.

Click View Document Progress button to get the latest progress of the document.

View document progress
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Document Progress popup

A document progress popup will show up to display the progress of the document:

  1. Document Status;
  2. Document title;
  3. Document due date;
  4. Invitees in document.
View document progress
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Step 5: Extend document due date

In document progress popup, you can change the due date of the document.

Click the date-time control to show a date picker, which will display the available date you can choose.

Click Extend button to change the due date.

* If the document status is completed, you can review the due date but can't change it any more.

Extend document due date
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Step 6: Update document signatories

In document progress popup, you can change the signatories of the document.

  1. Select an invitee.
  2. Click Edit button.
  3. An Edit popup will show up to edit the invitee name and email.
  4. Click OK to Continue.
Update invitees in progress
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You can also remove an invitee from progress if there're 2 invitees or more.

  1. Select an invitee.
  2. Click Remove button to remove.
Remove a invitee from progress
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You can also send a reminder to selected invitee if he hasn't signed.

  1. Select an invitee.
  2. Click Send Reminder button to tell Secured Signing to send a reminder to selected invitee.
  3. After the reminder sent, a popup will show up to let you know.
Remove a invitee from progress
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After all changes to invitees, Click Update button to take effect.

* If the invitee already signed, you can't edit or remove it.