At the top right, you can filter which documents to display, either your own, your team's, or everyone's documents.

As a user, you can choose to see your documents or the document sent from users in a team.

If you are an admin, you can also see all the documents sent by the users on the entity.

It is also possible to filter tagged documents. By using this, you see all the documents that have a specific tag attached to them.

You can mark and delete several documents from the different tabs. All deleted documents will be possible to find in the Deleted tab after deletion in case you need to find them again

You can mark one or more documents and update the expiration date by selecting a new date and time for when you want the document to expire. Please note that if you want to inform the users about the expiration and add a connected email message, we ask you to change the expiration date from inside the document to be able to send a message to your recipients.

If you need to assign a colleague to be the owner, you can choose to mark several documents and assign someone else as the owner.

Please note:

However, you can only change owner on documents that are in Draft or Signed.

You can download several documents at the same time to your laptop and they will be exported as a ZIP file in order for you to easily access all the downloaded documents in one place.

Please note:

However, you are not able to download a drafted document.

If you want to send multiple reminders at the same time, you can choose which documents to send a reminder to.

Please note:

That in order for the reminder to be possible, the documents need to have an expiration date.

Do you want to group multiple documents together using a tag?

Simply select which documents you want to tag, select the tag, and voila! You can now tag multiple at the same time and then easily find it using the filter.