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).
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.
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.
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 selectClear Filtersto 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.
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.