As your bundles progress through the Bundle Stages, you may need to review bundle details, or monitor progress of signing actions.


Reviewing Bundle Details

Bundle details can be reviewed at any of the workflow stages of New > Draft > Active > Completed > Archived

Step 1: Open the relevant Document Bundle folder > select the bundle you require.

Step 2: Scroll through the Document Bundle Review screen to see:

  • Status

  • Bundle Details: Subject, Body, Tags (editable), Due (editable), Verification Mode, Signature Mode, Rejection Mode, Drafted By, Sent By.

  • Bundle Actions: A summary view of the Document Action Panel including list of documents and the status of each recipients actions.

  • Bundle Recipients: A summary view of the bundle recipients including email and phone. Use the three dot menu to edit or remind recipients.

  • Bundle History (Audit Trail): A summary view of all of the trackable events which have taken place in the bundle, including system actions, recipient actions, and user actions.


Monitoring Bundle Progress

Monitor the progress of all active, or outstanding bundles, using the list view in the Active document bundle folder.

Overdue Bundles: Quickly identify overdue bundles by filtering the Due Date column on the due date, or looking for the yellow clock icon.

Outstanding Actions: Recipient colour coding allows for quick visual identification of the outstanding actions for any recipient. Refer Recipient Colour Coding below.

Bundle State: Filter bundles awaiting signatures (outstanding actions).

Filtering: Filter the active bundle list on attributes you are specifically interested in using the magnifying class located on each column header.

Reporting: Export a report of your filtered bundle list. Click on the Cog icon > click Export View as CSV.


Recipient Colour Coding

Recipient colour coding allows for quick visual identification of the outstanding actions for any recipient.

BLUE

FYI only / No actions required (This recipient is set to view only)

GREY

Pending (e.g. last signer mode - they haven't received bundle yet)

ORANGE

Not opened / Actions required

YELLOW

Seen / Opened / Still waiting on signature/s

GREEN

Actions completed

RED

Rejected (Recipient rejected the bundle)


View Only Bundles

If your bundle has only View actions (i.e. no signing actions) the bundle will not appear in Active and will move to the Completed folder immediately.

FuseSign only monitors outstanding signing actions and is not intended to replace your internal task management system.


If you have any questions, please contact our office at support@fuse.work.