Kofax SignDoc Standard 2.1.0.3 - Online Help

Manage packages and templates

SignDoc Standard central overview page is responsible to manage user's signing packages and template packages. The Signing packages page offers following features:

•Searching for packages

•Select actions for packages like View, Edit, Void, Use, ...

•Access for user preferences, help, guide me

•Create packages

The Signing Certificate icon is visible if at least one signer required a Signing Certificate.

Each package is shown with its

•document thumbnail:

oSigning package: A thumbnail of the first page of the first document will be placed atop a rectangle.

oTemplate package: A thumbnail of the first page with the label Template of the first document will be placed atop a rectangle.

•date and time of last update

•package title

•TSP required

•signer certificate required

•package status information

•available actions for packages

oView, Edit, Void, Use, Delete, Archive, Make a copy, Create Template
and Sign now for in-person signing

oThe View action offers additional actions for the signing package

▪Resend Signing Package, Download documents, Cancel Signing Package, Create Template from Signing Package, Sign now for in-person signing