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**Inbox** provides a centralized place where users can view and manage all eSign requests and received documents from a single screen. This makes it easy to monitor document activity and quickly identify whether a document is pending, completed, or shared. By bringing everything into one location, the Inbox reduces the need to navigate across multiple sections and improves overall efficiency in handling eSign workflows.
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# Step 1: Open the Inbox
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1. Navigate to the left sidebar.
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2. Click on Inbox.
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<imgsrc="screenshots\E-Sign_Images\Create_and_Upload_Document1.png"style="border:2pxsolidblack; border-radius:4px; width:100%; max-width:800px;"alt="Screenshot for Document">
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# Step 2: Verify the Inbox Table Columns
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1. The Inbox page displays a table with the following columns.
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- Name
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- Party Details
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- Last Modified
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- Status
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- Actions
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<imgsrc="screenshots\E-Sign_Images\Create_and_Upload_Document1.png"style="border:2pxsolidblack; border-radius:4px; width:100%; max-width:800px;"alt="Screenshot for Document">
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# Step 3: Understand the Document List
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1. Documents are grouped by organization or sender name.
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2. Click the expand arrow (▾) near the name to view documents under it.
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3. Each document row shows:
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- Document ID / File name
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- Party (recipient) details
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- Last modified date and time
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- Current document status
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<imgsrc="screenshots\E-Sign_Images\Create_and_Upload_Document1.png"style="border:2pxsolidblack; border-radius:4px; width:100%; max-width:800px;"alt="Screenshot for Document">
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# Step 4: Use the Status Filter
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1. At the top-right, click the Status: All dropdown.
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2. Filter documents by:
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- Pending
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- Completed
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- Cancelled
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- Expired
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- Declined
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- Shared
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3. Click Filter to apply.
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<imgsrc="screenshots\E-Sign_Images\Create_and_Upload_Document1.png"style="border:2pxsolidblack; border-radius:4px; width:100%; max-width:800px;"alt="Screenshot for Document">
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# Step 5: View Party Details
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1. Under Party Details, you can see:
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- Recipient name
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- Recipient email address
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2. This helps identify who is involved in the document workflow.
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<imgsrc="screenshots\E-Sign_Images\Create_and_Upload_Document1.png"style="border:2pxsolidblack; border-radius:4px; width:100%; max-width:800px;"alt="Screenshot for Document">
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