How to find which Item requires a signature

OVERVIEW

Sometimes users want to see a list of items that need to be signed. Users can see these items by adding a dashboard panel.

 

HOW TO CHECK WAIT TO BE SIGNED ITEMS:

Items to be Signed by Me Panel
  • Choose the Dashboards module from the sidebar.
  • Select the relevant dashboard and click the ‘+‘ (add) button at the bottom-right corner.
  • Select the Items to be Signed by Me panel.

The grid (list) displays all items awaiting your signature.

All Items Needed to be Signed Panel
  • Choose the Dashboards module from the sidebar.
  • Select the relevant dashboard and click the ‘+‘ (add) button at the bottom-right corner.
  • Select the All Items Needed to be Signed panel.

 

This option is available only to Admin users and lets them view all items awaiting signature.

Note: DMS Name column shows the name, only if items are DMS, otherwise it will be blank for other work items.

 

RELATED TOPIC:

Start Routing from Electronic Signature Module

 

 

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