New features | Advanced filtering function+1, quickly search for signing documents through 【 Initiator 】

Qiyuesuo
2023-12-19 16:15:42

The Contract Lock Electronic Signature Platform supports individuals within an organization to initiate electronic contracts, which can be viewed, approved, and managed through signature management in a unified file list. As the business volume of the organization increases, the number of signed documents in various states within the organization also increases, such as signed, completed, waiting for others to sign documents, and so on. Faced with such a huge demand for file management, Contract Lock supports both regular and advanced filtering functions to quickly search for signed files.

Contract Lock

General Filtering Features include: All, Pending My Processing, Pending Others, Incomplete, Completed, Invalid, Draft, CC to Me. When more complex conditions are needed to filter contract lock files, the advanced filtering function of contract lock can be used. Advanced filtering includes: [Enterprise] can filter all files under the selected enterprise

[Business Classification] preset purchase contracts/sales contracts/settlement statements and other business classifications within the organization [Tags] filter according to custom tags of the contract [Seal Type] electronic seal seal file/physical seal file

[Creation Time], [Signing Completion Time] can manually select the date range based on the signing time

[File Name] filter through the file name keyword

… … Now, the advanced filtering function of the contract lock has added an option called 'Initiator': files initiated by the initiator can be filtered out by their name, and the files can be viewed, exported from the file list, downloaded in bulk, approved, signed, and stamped.

Step 1:

Select [Advanced Filtering] - [Initiator]

Step 2:

After filling in the name of the initiator to be filtered, view the related files

Step 3:

View the filtered files, export the file list, and perform batch downloading, approval, signing, stamping, and other operations. Export file list

Batch signature, signature, approval, withdrawal, and reminder operations  The contract lock continuously optimizes its products, enhances user experience, and enables electronic signature products to continue to penetrate into large organizations in various industries such as government agencies, groups, universities, hospitals, finance, engineering, automotive, energy, food, and testing, continuously assisting organizations in digital transformation!