eSignature is a feature in Rubex that allows users to request electronic signatures, initials, and other approvals from any individuals on specified documents. This can be used for documents that require the signature of multiple parties such as tax documents, lease agreements or business contracts. At any time, you can check the status of an eSignature request in the eSignature menu.
This feature is available in both the Revver Web Interface, and the Revver Desktop App.
**Please Note** eSignature is available as part of several feature packages within Revver. If you would like a quote, please contact your account rep here at Revver.
How to use eSignature (Checking the Status of a Signature Request)
Log into Revver.
Go to the Navigation Menu in the top left of the screen and select "eSignature".
In the eSignature Menu you can select your own transactions in the "My Transactions" section in the left pane OR you can view any Account Transactions in the "Account Transactions" option in the left pane.
You can now filter, sort, and search for a specific transaction using the filters at the top of the screen.
Available Status definitions
Downloaded - The request has been completed and is now stored in Revver
Completed - The signatures have been applied to the document, and are being returned to Revver.
Unsent - This is a saved request that has not yet been sent
Sent - This is a sent request that has yet to be signed
Created- This is a saved request that has completed the Document Preparation menu
Error - This is a request that cannot be completed
In Progress - This is a sent request that has not been downloaded and is yet to be signed
Canceled - This is a canceled request
Expired - This is a document that has satisfied the Expiration requirements and will need to be resent
Declined - This is a document which the signer(s) declined to answer
Suspended - This is a document that is missing necessary fields and cannot be signed.
When hovering your mouse over a request in the center pane of the screen you will see 4 buttons appear on the right side of the screen.
Preview allows you to preview the request
Edit allows you to see an additional details menu, and it allows you to edit the request
Refresh will update the status of the current request in real-time
Trash - This will delete the request
If you have further questions did you know that we offer interactive trainings here: revverdocs.com/open-office-hours
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