Where Can I View the E-Sign Packages?

The list of all e-sign packages can be found at the Student Folders: E-Sign Packages page located at the Student Folders menu tab.

Use the search parameters at the Search & Order panel to find the documents you need. The following filters are available:

• Order — the sorting order of the results.
  
• Student Name — the student’s name.
• Student IDs — the student’s ID.
• Created by — the user who created the package.
• Modified by — the last package modification user.
• Documents — the document type.
• Status — the current package status.
• Main Stage of Pipeline — the student’s current overall pipeline stage.
• Program (E-Sign Package) — the program the package group belongs to.
• Cohort/Group (E-Sign Package) — the group the package was assigned to.
• Stage of Pipeline in Group (E-Sign Package) — the student’s current stage in the group the package was assigned to.
• Created on — the date the package was created.
• Modified on — the date the package was last modified.
• Due Date — the deadline for signing.
• Signed Date — the date the package was signed.
• Requires Signature by — the signer the package requires a signature from.

The "No Data" option is available in the group-related filters, allowing to find packages without an assigned group.

The E-Sign Packages table includes the following columns:

• Student ID — the student’s ID.
• Student — the student’s name.
• Main Stage of Pipeline — the student’s current overall pipeline stage.
• Package — the package name.
• Program (E-Sign Package) — the program the package group belongs to. Displays "No Data" when no group is assigned.
• Cohort/Group (E-Sign Package) — the group the package was assigned to. Displays "No Data" when no group is assigned.
• Stage of Pipeline in Group (E-Sign Package) — the student’s current stage in the package’s assigned group. Displays "No Data" when no group is assigned.
• Status — the current package state. More details on statuses can be found in this article: What do the E-Sign Packages Statuses mean?
• Due Date — the date the package must be signed before.
• Signed Date — the date the package was signed by all the signers.
• Created by — the user who created the package.
• Created on — the date the package was created.
• Modified by — the last package modification user.
• Modified on — the date the package was last modified.

To download the list of e-sign packages as a CSV file, click Actions → Export to CSV.