Completed & Pending

To view a completed task, a pending request or a completed request:

  1. In the left pane, select:.

    1. Completed under My Tasks.

    2. Pending or Completed under My Requests.

To save time, you can take the same action on multiple tasks by checking the box for each task first and then selecting the action.

Here is a brief overview of the actions you can perform on documents listed in these sections.

The actions available depend on your role and permissions.

Action options for pending requests and completed tasks.

Email

With the appropriate permissions, you can use the Email option to send a link to the document via email, or send the document as an attachment. Some options available when using this feature are:

  • Send Document as Attachments.
    • Sending only selected pages as attachments.
    • Burn annotations.
  • Send a link to a document.
    • Set a maximum number of views for the document.
    • If you want to allow the recipient to download the document, you can set a maximum number of downloads.
    • Set document access limit in hours.
    • Do not require the recipient to log in to view the document.

For more details, see Email.

Email Documents pop-up.

Print

The print function for completed tasks, pending requests, or completed requests is the same as printing from other locations in the application. You can print documents, with or without burning annotations.

Print the selected document and any annotations. If the document is part of a signature workflow, you can also print the signature history.

  1. Select the document you want to print.
  2. Select the Actions button and then select Print.
  3. Select the Print button Print button..
  4. In the Print Documents modal, select from the following options:
    1. Burn Annotations — select this option to include unburned annotations on the document you’re printing.
    2. Include Signature Doc History – this option only displays if a document is part of a signature workflow. When selected, it downloads the current signature audit trail in a separate PDF.
  5. Select Print.

Print modal.

Thumbnail Manager

The Thumbnail Manager option is not available in the My Requests then Completed section.

The Thumbnail Manager displays a small image of every page included in the selected document. Additionally, you can do the following:

  • Rotate page orientation.
  • Delete pages.
  • Change the order of the pages.
  • Split Document.

If you need to split a document and remove pages, the recommended practice is to perform two separate actions. Delete the pages you do not want first, and then split the document, or vice versa.

For more details, see Thumbnail Manager.

Thumbnail manager.

Download

Downloading completed tasks, pending requests, or completed requests is the same as downloading from other locations in the application. You can download task documents – the complete file or selected pages – and you can convert the documents to a PDF.

Use the Download option to save a copy of the selected document to your local system.

  1. Select the document.
  2. Select the Actions button and then select Download.
  3. Select the Download button Download button..

  4. In the Download Documents modal, select your download options:

    1. Burn Annotations – includes annotations on the document. If you leave this box unchecked, the document will not include unburned annotations.
    2. Convert to PDF — select this option to download a form as a PDF.
    3. Include Signature Doc History – this option only displays if a document is part of a signature workflow. When selected, it downloads the current signature audit trail in a separate PDF.
    4. Extract Pages – use this option if you want to download specific pages from the document. To save a range of pages, use a hyphen between the first page number and last page number, for example, 2-7. To extract single pages, use a comma, for example, 3, 7, 9. You can combine hyphens and commas to get the pages you need, for example 2-7, 9, 15.
  5. Select Download.

Download document options.

The file is saved to your system's default download location.

Update Fields

Use this option to make adjustments to the object fields if needed. This will confirm that you have the most up to date changes and updates to the documents and forms.

  1. Select the document
  2. Select the Actions button
  3. Select Update Fields from the list.
  4. Make any changes to the object fields as needed.
  5. If you would like to Re-run the workflow Step Entry Logic, check the box for that option.
  6. Select Update Fields.

Update fields modal.