On the Transactions page you can find an overview of all transactions that have been sent through your user account.
The overview consists of the following columns of information:
Transaction
This contains the transaction name. This name is based on the document name, or a reference, if provided when the transaction was created. You will soon be able to name the transaction yourself via the new portal.
Created
Here you will find information about the creation date of the transaction.
Doc
An insight to the number of documents in the transaction.
Status
The current status of the transaction.
Signers
An overview of the signers added to the transaction.
Updated
An insight of when the most recent activity within the transaction took place.
Search options
Are you looking for a specific transaction? Use the search functions at the top of the page. If you do not select any search functions, all transactions will be displayed.
Selecting the desired status in the top left field allows for an overview of the transactions with the selected status. Tick or untick the desired status to create an overview of the relevant transactions. For more information on the different status, read this article on transaction statuses.
In the right-hand search field, you can set the search period. Select the start and end date to distinguish a specific period. Only after clicking twice, the selection will be saved.
Categorizing
If you wish to categorize your transactions, there are several ways to do this.
Created: categorize according to the date the transactions were created.
Status: categorize the transactions according to the transaction status.
Updated: categorize according to the most recently updated transaction or update from the audit trail.
Categorize by clicking on the word "Created", "Status" or " Updated" at the top of the transaction overview. When you have selected one of the options, you will see an arrow next to the selected word. Clicking again will reverse the order.
Transaction details
For more information regarding a specific transaction, you can open the transaction details. You can do this by clicking the transaction bar or on the eye figure on the right-hand side of the bar. More information on the transaction details can be found in this article.
When a transaction has the status "Signed", the eye symbol changes to a download symbol. Clicking this will download a .zip file containing the signed documents and the transaction receipt.
Thank you for trying out the beta version of the Signhost web portal!
Do you have any questions regarding the new portal? Contact us through a support chat or email us at support@signhost.com.