Experience Upgrade | Personalized Display File Advanced Filtering Options

Contract lock electronic signature provides organizations with integrated services such as document template creation, online editing, signature, and management. In response to the challenges of document management in organizations, such as large signing volumes, diverse types, and difficult queries, Contract Lock categorizes and displays documents based on their signing status. Administrators can easily focus on key documents, track their signing status, and locate the files they are looking for with just one click. Currently, contract locks have basic and advanced filtering functions, and have recently been optimized for advanced filtering functions. The filtering items for the basic files of the contract lock include:

[All]: files containing all statuses

[To be processed]: files to be processed, requiring special attention

[To be processed by others]: files to be processed by internal or external personnel related to the contract

[Incomplete]: including“ Wait for me to handle it; “ Waiting for others to handle it; File

[Completed]: Files that have completed all contracted nodes

[Invalid]: Includes“ Withdrawn” “ Deadline for signature” “ Invalid” Invalid Files

[Draft]: Draft Files

[CC to Me]: CC to Current Account Files

With the expansion of organizational business, the number of signed files has also increased, and the demand for file screening and management has increased for medium to large and group organizations. Contract Lock“ Advanced filtering function; Can quickly locate files by combining filtering based on their affiliation, business classification, file status, signing time, name keywords, file number, and other factors. In the past, every user could see advanced filtering options in product features, and excessive options for individual users when searching for files could cause information interference. Therefore, the contract lock has optimized the high-level filtering function of the file list for personal identity and other scenarios as follows:

1. When the current account is a personal identity, hide the“ Enterprise” 、 “ Business Classification” Options.

2. Hide the [Tag] filter when there are no tags.

3. Hide the [Tag] filter when selecting all.

Contract Lock continuously optimizes products, improves user experience, and allows electronic signature products to continue to penetrate large organizations in various industries such as government agencies, groups, universities, hospitals, finance, engineering, automotive, energy, food, and testing, continuously helping organizations with digital transformation!