This article gives you an overview of your dashboard/archive, what it contains, and how to use it.
Your archive contains all case files you have created, signed, or case files others have shared with you.
- The Dashboard
- Follow up on case files
- Follow up on deleted case files
- Follow up on Identity verification requests
- Follow up on Forms
- Change your profile settings
The Dashboard
When you log into Penneo, the first thing you'll see is the dashboard.
In the top left of the dashboard is an Overview section with four categories. By clicking on one of the categories, you can see the case files belonging to that category and the corresponding status. Note that the status views are restricted to your own case files, meaning that you cannot see case files that are available to you through shared folders in the status views.
The categories you can see in the overview are:
-
Drafts: in this category, you can see
- case files that you have created and decided to save but not send out (check out this guide on how to resume a case file from a draft).
- case files to which you have applied the option Send later; these case files will be stored here until they are automatically sent out according to the decided date and time.
- Pending: in this category, you can see the case files that have been sent out for signing but have not yet been signed by all the parties in the case. These case files will be automatically moved to 'Completed' once all signers have signed.
- Completed: here are the case files which have been signed by all signers and, therefore, finalized. The completed case files cannot be altered or changed once their status has progressed this far.
-
Rejected: this category contains all the case files that have been rejected by at least one signer. Even if some of the signers have signed, the case file will not be considered 'completed': it will be stored in the Rejected category as long as even just one of the signers has rejected to sign the documents. The rejected case files can change their status to Completed only if the signer who rejected is either
- removed from the case,
- or given another chance to sign by reverting the rejection.
- cases that are about to expire - so that you can take action on them (by, for example, extending their expiration date);
- recently completed case files.
- pending signatures
- and "My pending signatures", which are case files that have been requested of you to sign and is still missing your signature. Next to the name of the case file, there is a link. By clicking on the link, you will be directed to the signing page immediately from your Penneo archive.
Follow up on case files
All of your case files are stored in your archive. Check out this article to learn how to manage and follow up on case files.
To navigate to your archive, click on Archive on the left side menu.
Here you will see your main folders. It is also possible to create subfolders.
The folder with a star icon next to its name is your standard folder. This means that, by default, it will be the selected folder for when you create a new case file.
Note: If you want to search for a case file or a subfolder, you can only do so in the relevant folder, in other words, the folder it is stored in. The search function only works throughout your current view in the archive.
Every Penneo archive is private and personal by default.
This means that, as a user, you are the only one who can see your folders and cases until they are explicitly shared with other users. If other users on the account need access, you have to share the folder with them.
By clicking on a case file in your archive, you will be able to review its details (i.e., the signers, their roles, the documents, the event log for the case file, the reference number, the send out date, the expiry date, and the security settings you chose for the specific case file).
You can also edit a case file if its status is pending (see how in this guide: How to change settings/details of a signer after the case file has been sent out).
Follow up on deleted case files
You will find all of your deleted case files in your recycle bin.
To find it, click on Recycle bin on the left side menu.
Note that your company account (settings are managed by its administrators) might be set to automatically delete case files and empty your recycle bin after a certain amount of time.
We recommend contacting your administrator regarding company account settings to prevent incidents or issues in the deletion process.
If you wish to delete a case file, see How to delete case files and folders.
If you wish to restore a deleted case file, see How to restore case files from the recycle bin. Note that deleting a case file from the recycle bin is a permanent deletion, and the case file can no longer be restored.
Follow up on Identity validation requests*
To find the identity validation requests you have sent out, click on Identity validation on the left side menu.
Here you will find pending and completed identity validation requests.
If you cannot see the identity validation archive, your administrator needs to activate it on your user (see how here: How to enable access to the Identity verification archive).
*Identity verification is a paid feature requiring a separate subscription - please do not hesitate to contact us if you wish to learn more.
Follow up on Forms**
Filled-in forms are stored in the same archive as case files.
You can find out in which folder a filled-in form is stored by checking its settings under Web forms (note that you can only access a web form settings if your user account has access to the web form function).
Web forms are usually stored in a shared folder that multiple users in your company account have access to.
If you are missing access to such a folder, contact the owner of the form template.
If you want to use a Form template, you don't need access to it; you only need to have the link to the form you wish to use and access to the folder where the filled-in forms are stored.
As long as you have the link to the template and access to the corresponding storage folder, you can utilize web forms.
However, if you want to edit a form template (or access its settings), you need to have this function enabled for your user account. To enable forms on your user account, an administrator of your Penneo account must submit an "access to forms" request to Penneo Support.
Forms is a paid feature requiring a separate subscription - please do not hesitate to contact us if you wish to learn more.
Change your profile settings
Read this article to learn how to update user profile, details, and settings.
You can find your user details by clicking on Profile under Configure.
Here, you can change your name, email address, and the language of the Penneo interface.
If you are an administrator, you will also be able to change your rights and login methods.
On the second tab, Manage Credentials, you can update and add new login methods.
Note that you can only use the login methods that your administrator has enabled for your user account. If you are unable to use a login method (or add a new one when managing your credentials), you need to contact your administrator and ask them to enable it for your user account by following this guide: How to enable/disable users' login methods (for Administrators)