Introduction

Zivver Secure eSignatures makes it possible to sign sensitive documents from Outlook. This manual explains what options you have to keep an overview of the documents that have been or need to be signed.

Document Overview

1. Open the Zivver tab at the top of Outlook.
2. Click on Sign Overview. A new window will open with all documents that have ever been submitted for signing.
3. You can search and filter the documents in several ways:
   • Via the search box: Search by [i18n] document_name, [i18n] conversation_subject, or [i18n] sender_name.
   • Via the filter: Filter by status [i18n] to_sign, [i18n] in_progress, [i18n] declined, or [i18n] signed.
   • Sort: Click on the [i18n] date_created or Status column header to sort the documents.
4. Click on [i18n] view (or use the arrow next to the Sign button and choose View progress for documents you need to sign) on the right to view their status. For each email address, the following statuses are possible:
   • [i18n] signed: This recipient has signed the document.
   • [i18n] to_sign: This recipient still needs to sign the document.
   • [i18n] signing_next: If a signing order has been set, this is the next signer.
   • [i18n] waiting: If a signing order has been set, there are at least two signers before this signer.
   • Receives copy: This recipient will receive a copy of the document.
   • [i18n] received_copy: This recipient has received a copy of the document.
5. To sign a document, click on the Sign button next to the document.
   The signing window opens, allowing you to sign the document. For more information on how to sign a document, see Sign with Zivver account.

Audit Report

For documents that are signed by all signers, you can download an audit report detailing exactly who signed the document and when. Follow the steps below to download the audit report:

1. Open the Zivver tab at the top of Outlook.
2. Click on Sign Overview. A new window will open with all documents that have ever been submitted for signing.
3. Click the keyboard_arrow_down arrow next to View.
4. Click on Download audit report.