Your FuseSign document bundles move through the workflow stages of New > Draft > Active > Completed > Archived.
As they move through the stages, they are sorted and stored in the appropriate folder under Document Bundles on the side navigation bar accessible from any screen in FuseSign.
Click New to create a new bundle. Learn more about Sending Bundles.
Bundles stored in the Draft folder saved as a draft, complete with recipient details, documents, and bundle settings. It has not yet been sent to any recipients.
Bundles stored in the Active folder have been sent to recipients and are awaiting signing actions.
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.
Bundles remain in the Active stage until all recipient signing actions have been completed, or another finalisation action has been undertaken, then are moved automatically to the Completed stage.
There is no automatic expiry for active bundles.
Bundles stored in the Complete folder have had the recipients complete all of their signing actions, and the documents have been finalised and certified by FuseSign. The original documents have been replaced with the signed documents.
Once the bundle moves to the Completed folder you will receive an email notification. You must then download and save the finalised documents to your document management system.
The Completed folder is the only stage that counts toward your Inbox Storage Limit.
Bundles stored in the Archive folder have been manually archived (by clicking the ‘Archive’ button on the completed bundle), or automatically archived if your business has elected to automatically archive completed bundles in the Administration Settings.
Documents in the Archive folder remain in a ‘Pending Archive’ state for 60 days, after which point the documents are no longer directly accessible from FuseSign and only the audit trail and archive history remain available. Bundle information (defined as customer records) will be held for a period of 7 years after the last transaction in accordance with our Information Retention Policy.
Request from Archive Storage: You may request bundles be manually retrieved from archive storage by our team after the 60 day period. This request can be made via the bundle page.
Bulk Archive: FuseSign does not have a bulk archive function for completed bundles. Each bundle needs to be archived manually unless auto archive is enabled.
Auto Archive: Auto Archive is a business wide setting enabled through the Finalisation Email section of the Administration Settings for your business. The auto archive operation processes when the finalisation email is confirmed to be delivered to the bundle sender’s email. You may like to setup a central bundle return email address for additional oversight on completed bundles to ensure that the signed documents are always downloaded after completion, especially when completed bundles are being auto archived.
Related: Due Dates + Reminders.
The bundle search feature allows you to search for specific information across all of your document bundle folders.
Click on the cog icon next to the search bar to select which bundle details you would like included in your search screen, then you can perform a general search or a column specific search to find bundles that match your search criteria.
Export search results by clicking on the cog icon and selecting Export View to CSV in the bottom left of the window.
If you have any questions, please contact our office at firstname.lastname@example.org