Managing Documents
Where to Find: WE → Documents → Manage
After you use a template and send a document for signature, it appears on the Manage page to track its signing progress across the organization. As an assigned signer, you can complete your signature directly from this page (if you have access to this section).
On this page, you can:
- Sign with ImID: Click this button to sign the document.
- If sequential signing is enabled, the button appears only when it is their turn to sign;
- if parallel signing is configured, it is available to all signers simultaneously.
- Clicking it opens a verification prompt to send a push notification to their mobile device, where they complete the signature using their PIN code.
- Track Status: Monitor signer activity in the Signing Parties column. Once a party signs, their status updates from Pending to Signed. When all assigned parties have signed, the overall document status changes to Completed.
- Download: Save a PDF copy of the document.
- Delete: Remove the document from the system.
- Filter Documents: Click Filter to refine your list:
- Source: Filter by Uploaded (externally uploaded files) or Generated (created via system templates).
- Status: Filter by status (Draft, Pending, Signed, or Completed).
- Upload Document: Click Upload to add an external file.
- Select a Category, enter a Title, set Issuance/Expiration Dates, upload the attachment, and toggle Enable E-Sign if electronic signatures are required.
Bulk Actions:
Select individual checkboxes or click the top checkbox in the table header to select all documents at once. Then, use the Actions dropdown menu:
Select individual checkboxes or click the top checkbox in the table header to select all documents at once. Then, use the Actions dropdown menu:
- Download Selected: Save the selected documents to your device in bulk.
- Delete Selected: Permanently remove all selected documents from the system at once.
You have successfully set up and learned how to navigate your document management and ImID signing processes.