Navigating the Shared With Me Basked

Navigating the Shared With Me Basked

The Shared With Me basket within your SigniFlow dashboard is a centralized repository for documents shared with you by others.

Step 1: Accessing the Shared With Me Basket:

Log in to your SigniFlow account and navigate to the dashboard.
Locate and click on the Shared With Me basket to access documents shared with you.

Step 2: Understanding Shared Documents:

Gain insight into the types of documents housed in the Shared With Me basket.
Identify documents shared with you for various purposes, such as signature, approval, or viewing.

Step 3: Reviewing Document Details:

Click on individual documents listed in the Shared With Me basket to review their details.
Verify document content, associated parties, and any specific instructions or deadlines.

Step 4: Interacting with Shared Documents:

Explore the actions available for interacting with shared documents, such as viewing, signing, or approving.
Follow the prompts and instructions provided by SigniFlow to complete the required actions accurately.

Step 5: Limitations and Permissions:

Understand that you cannot delete documents from the Shared With Me basket, as you did not originate them.
Respect the permissions associated with shared documents and ensure compliance with workflow requirements.



Conclusion:

You'll gain proficiency in navigating and interacting with documents within SigniFlow's Shared With Me basket.

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