Manage Files & Folders

The File Maintenance section lets you manage and update files and folders.

View Room enables you to view the Signing Room for the file. From here, you can see the status of your documents or authorization forms, along with any questions or comments posted by your participants.
Invite All adds a message to the stream for your participants to see.
Delete File deletes the file.
Expire All expires all documents, payments, or authorizations associated with the file.
File Activity shows a list of all file activities. From here, you can either navigate back to the File Maintenance screen, or click Download Certificate to download a PDF certificate containing a full summary of file activities.
View Certificate displays a PDF certificate containing a full summary of file activities.
Duplicate File sends a signature request to multiple users. Each signer will receive a copy of the document to sign, and each signer's signed version of the document is returned to your portal as an individual PDF. To perform this action, enter the email addresses you want to add, and then click Create Files.