DocuSign Documents (iOS)

You can use the DocuSign Documents pod to display and manage DocuSign documents.

Screen

DocuSign Documents Pod

How to…

This section describes how to use the DocuSign Documents pod.

Display the DocuSign Documents Pod

1. Tap the Screen Shot 2016-08-31 at 4.15.01 PM button (near the top left of the screen) to show the Dashboards and My Report menu.

2. With the menu revealed, tap the Documents Dashoard section heading to display the corresponding dashboard.

3. Tap the DocuSign Documents menu item. The DocuSign Documents pod appears.

Expand the Pod

  • Tap the Screen Shot 2016-09-01 at 8.46.26 AM button (in the upper right of the pod) to expand the pod to fill the screen. Alternatively, double-tap the pod to expand it to fill the screen.

Manage Documents

1. To display an overview of the documents for a specific year, tap the year (near the top left of the screen) and choose a year from the drop-down menu that appears.

2. To display a summary of a category of documents for the currently-selected year, tap the category (in the legend to the right of the chart).

Alternatively, tap the correspondingly-colored section of the chart (refer to the category colors that appears in the legend).

To display a summary of documents for all years, tap the View All Years button.

For example, the following shows a summary of the documents awaiting you.

Documents Summary Screen

To sign a document, select the check box to indicate that you agree to use electronic records and signatures, and click the CONTINUE button. Follow the on-screen instructions to complete the DocuSign process.

3. Tap the Document Details button to display a pop-up showing the corresponding details.

Document Details Pop-up

4. Tap the  button to filter the documents that appear.

Document Filters Pop-up

Select the appropriate categories and tap the SEE RESULTS button.

5. Tap the  button to add comments to the currently-selected document.

Document Comments Pop-up

Type a comment and click the ADD button.

6. Tap the  button to display the status of the currently-selected document.

Document Status Pop-up

7. Tap the  button to return to the main screen showing the chart.

Collapse/Close the Pod

  • Tap the Screen Shot 2016-09-01 at 8.46.35 AM button (in the upper right of the pod). Alternatively, double-tap the pod to close it and return to the dashboard.