This article provides a step-by-step guide to effectively access and manage your pending documents within SigniFlow,
Step 1: Accessing the Pending Basket:
Log in to your SigniFlow account and click on the Pending Basket or click on the Dashboard dropdown located in the top left corner and click on Pending Basket.
Step 2: Understanding Pending Documents:
Gain insight into the significance of documents listed in the Pending Basket.Document Tracking
Documents that require your signature or approval can be located in the Pending Basket.
Step 3: Reviewing Document Details:
Click on individual documents listed in the Pending Basket to review their details.
Verify document content, associated parties, and any specific instructions or deadlines.
Step 4: Taking Action on Pending Documents:
Select the appropriate action (e.g., sign, approve) for each pending document.
Follow the prompts and instructions provided by SigniFlow to complete the required actions accurately.
Step 5: Monitoring Progress:
Track the progress of pending documents within the Pending Basket.
Ensure timely completion of tasks to prevent delays in workflow processes.
Step 6: Document Movement to Completed Basket:
Understand that once a document has been fully actioned (signed or approved), it will move from the Pending Basket to the Completed Basket.