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Efficient Signing - Ready to Sign Dashboard | Help Centre

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  • Efficient Signing - Ready to Sign Dashboard | Help...
Efficient Signing - Ready to Sign Dashboard | Help Centre
Category:
  • signing
  • Transactions
EmilyBilling
EmilyBilling Product Owner
Product Owner
‎27-10-2017 01:21 PM
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The Ready to Sign Dashboard displays all Workspaces that have either documents or FSS to sign, or both. This Dashboard includes a Lodgement Type column which classifies Workspaces as having documents that can be lodged Prior to Settlement (i.e. Priority Notices, Nominations etc.), at Settlement or Standalone. You can sort or filter on any of the columns displayed and these will be retained until you change or clear them. The red triangle in the top corner of each column indicates that a filter has been applied.

You can also select how many records you want displayed on the ‘Ready to Sign’ dashboard (i.e. 10, 15, or 25 workspaces can be displayed), and you can select up to 100 Workspaces for signing.

You can select the Workspaces you wish to sign (or select all Workspaces on the page) and click on the Sign Selected button to begin signing.

Additional Screenshots: 

ready-to-sign.png

When you click on the Sign Selected button, you will be taken to the signing screen of the first selected workspace.

From there you can:

  • View additional identifying information such as party, role, subscriber reference and settlement date/time.
  • View how many workspaces you are signing and how many you have signed
  • View the rendered documents and/or FSS
  • Click the Sign and Next button which will sign the selected documents/FSS and navigate you to the next Workspace that was selected from the Dashboard.
  • Skip signing of a Workspace and navigate to the next Workspace that was selected from the Dashboard.

doc-signing.png 

Filtering the Ready to Sign Dashboard

The Ready to Sign Dashboard is the first screen in PEXA where filters are retained if you navigate away from the screen. This means that if you set a filter and navigate away from the screen, the filters will still be in place when you return to the screen.

You can select Clear Filters to remove the filter and show all Workspaces that are ready for signing. A red triangle in the corner of the column header identifies if there is a filter on.

r7_17.png

FAQs

What happens if dual signing is required?

If a Workspace requires dual signing, then the Workspace will remain on the ‘Ready to Sign’ Dashboard until both signatures have been applied. A message is displayed to the user if the attempt to sign the same documents/FSS more than once.

 

Do I need to use my digital certificate each time I sign?

Subscribers using hard token are required to enter the PIN when they sign each Workspaces documents/FSS.

 

Do I have to wait until signing completes before moving onto another screen?

No. From release 7.1 onwards, you can continue to use PEXA, such as move onto the next Workspace, whilst signing is verified in the background so you can get through your tasks more efficiently.

  • Tags:
  • efficient signing
  • signing
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2 Comments
DMc
DMc Community Superuser
‎27-10-2017 01:25 PM
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Looking forward to 'download and sign all' button Smiley Wink

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RyanC
RyanC
‎24-11-2018 01:50 PM
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Is it possible for the system to generate a notification once the workspace has been signed off via the "ready to sign" tab? One of my clients raised this with me. In their office the file owner moves the workspace to "ready to sign", but then has to go back in and manually check if their manager has completed this yet. 

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