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The agent uploads the document and it goes directly to the working section.
When the document is ready to be validated by the agency, the agent uses the submit button to move the document from the working zone to the main section.
Once the document is in the main section, a red flag will appear next to the document notifying the administrator to validate the document.
Once the document has been validated, the red flag disappears.
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When an agent creates a signing session for a document located in the working section, he/she can select the auto-submit option when selecting the document. This way, the signed document will go directly to the main section once the signing session is completed. The agent will not have to submit the document from the working zone to the main section. |
When an Employee is Uploading a Document
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