Document Menu Overview

Updated April 30, 2026 09:05

The Document menu is a menu that you can use to manage your documents in Sign. Here is a brief explanation of the Document menu:

That is the explanation of the Document menu overview. Next, learn how to upload and send documents (global sign), here.

No	Button Name	Description
1	All inbox	Contains information related to documents you receive as well as documents you send.
2	Sent	Contains information about documents that have been sent. In the Sent tab, the signing status of your documents will be displayed, whether they have been signed or not. If the document has been signed, the status will be completed.
3	Scheduled	Contains information related to documents scheduled for signing.
4	Drafts	Contains information about documents you have not completed and still need to be filled in.
5	Trash	Contains documents that have been deleted, where in the trash column, documents will be stored for 7 days.
6	Shared with me	Contains documents shared with you.
7	Folders	Displays folders you have created to organize your documents more neatly. You can create new folders and subfolders by clicking the "+" icon.
8	Export	Click to export reports in CSV format and view signing insight.
9	Upload document	To upload documents that will be signed and sent to the relevant parties.
10	Update	Click to refresh data.
11	Needs to sign	Displays information on how many documents still need to be signed.
12	Pending document	Displays information on how many documents have been sent and not yet signed by others.
13	Expiring soon	Displays information on how many documents are approaching their contract expiration date.
14	Contract Renewal	Displays information on how many contract documents need renewal.
15	Completed	Displays information on how many documents have been signed.
16	All documents	Tab to view the list of all documents from various categories or statuses. For example, from individually uploaded documents or mass uploads (group). On this page, you can check the document names one by one on the checkbox located next to the name, or the checkbox next to the Document name table header to select all documents at once. This way, you can sign all the checked documents simultaneously.
17	Document groups	Tab to view the list of Group documents containing many documents uploaded as a group.
18	Status filter	To filter documents based on status.
19	Select last modified	To filter documents based on date.
20	All filters	Click to filter documents based on: Status Date Document creator Signer
21	Search	To search for document names.
22	Document index	Displays all documents associated with your account, both signed and those still needing signatures.
23	Sign	Click to sign a document.
24	Actions	To perform actions on documents, including: Void: To cancel a document; the eStamp on the document will be voided if the document is canceled. Resend: To resend the document to the user. Share: To share the document with recipients inside or outside User Management and users who want to share must enter the recipient's email. Also, if the user is not the document maker (signer/receive copy), when sharing the document, the document maker will receive an email to approve the request. Edit signer: To change or add recipient/signer email addresses. Document passcode: To add a passcode to the document. Document settings: To access document settings. Duplicate: To duplicate the document. Link document: To link the document to other documents. Move to: To move the document to a specific folder. Download: To download the document. Export CSV report: To export document reports in CSV format. Export summary: To export document summaries. Delete: To delete the document.

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