Workflow - Preferences

Default post-action states

Here you can customize where the system will take you after specific actions are done.

Choices tagged as “default” are set by your organization’s admin in the Settings of the administration.

Home screen

Choose which screen will open when you login.

• Dashboard

• Assigned to me tab in Documents

• Waiting for others tab in Documents

• All tab in Documents

• Failed tab in Documents

• Recent

• Shared folders

• My folders

After signing a document

Where the system redirects you after you create a document and sign it yourself.

• All tab in Documents

• Completed tab in Documents

• Assigned to me tab in Documents

After sending a document for signing

What happens after you prepare a document and send it to other recipients. Your signature can also be part of the document.

• Waiting for others tab in Documents

• Assigned to me tab in Documents

• Shared folders

After rejecting a document

Where you will be redirected after you reject a document sent to you for signature.

• Failed tab in Documents

• Assigned to me tab in Documents

• Shared folders