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:
   • Search box: Search by document name, conversation subject, or sender name.
   • Filter: Filter by status edit To sign, schedule In progress, warning Declined, or check_circle Signed.
   • Sort: Click on the Date Created or Status column to sort them.
4. Click on View on the right to sign documents that are not yet fully signed and to view the status. For each email address, the following statuses exist:
   • check_circle Signed: This recipient has signed the document.
   • edit To sign: This recipient still needs to sign the document.
   • arrow_circle_right Signing next: If a signing order has been set, this is the next signer.
   • schedule Waiting: If a signing order has been set, there are at least two signers before this signer.
   • Receives a copy: This recipient will receive a copy of the document.
   • Received a copy: This recipient has received a copy of the document.

Signed Documents

For documents that are fully signed, 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.