Manage Casefiles
Learn how to follow up on case files, manage pending cases, change case file settings, edit signers' details, etc.
- How to resume a case file from draft
- How to locate your Case file ID
- How to find the event log for a case file
- How to change settings/details of a signer after the case file has been sent out
- What can be changed in a case file after it's been sent out?
- How to revert a rejection and resend the signing request
- How to reactivate an expired case file
- How to restore case files from the recycle bin
- How to delete case files and folders
- How to rename case files and folders
- How to move case files and folders
- How to create and share folders
- How to manage and follow up on case files