Viewing and Managing Envelopes
This guide explains how to view, filter, and manage envelopes from your Nota Sign Dashboard, including sending reminders, downloading signed documents, and canceling envelopes.
Accessing the Envelope Dashboard
Log in to the Nota Sign Dashboard.
Navigate to Agreements from the left-hand menu.
Overview of the Envelope Dashboard
The envelope dashboard provides an organized view of all your envelopes, grouped by status and workflow stage.
Key Sections:
- Quick Filter
Easily search envelopes by:
Subject
Signer
Initiation Date
Status
- Workflow Tabs
Navigate across different stages of the signing process:
Inbox: Items awaiting your signature
Sent: Envelopes you’ve sent
Drafts: Incomplete or unsent envelopes
Action Required: Tasks requiring to be dealt with.
Waiting for others: Pending recipient actions
Completed: Fully executed documents
- Envelope List View
Displays envelope metadata:
Subject
Status
Signers
Initiation Time
Last Updated Time
From this view, you can take action or view envelope details.
View Envelope Details
To open and review a specific envelope:
Locate the envelope in the list.
Click View on the far right.
This opens the envelope detail page with full information on recipient activity, signing progress, and available actions.
Managing Envelopes: Cancel, Remind, or Download
You can perform key management actions either directly from the envelope list or from within the envelope detail view.
Option 1: From the Envelope List
Locate the envelope in the dashboard.
Click the More Options (⋯) button to the right.
Choose from the available actions:
Cancel: Cancel the envelope;
Remind: Send a Reminder to outstanding signers;
Download: Download signed or completed documents.
Option 2: From the Envelope Detail Page
Click View to enter the envelope’s detail screen.
Use the top-right action menu to perform:
Cancel the envelope;
Send a Reminder to outstanding signers;
Download signed or completed documents.
