You can manage all documents requiring signature for a matter directly from the matters module. From the matter details page, select the Signatures tab. This tab shows all envelopes for the matter along with their status, including the signing status for a matter inventors. Note that you cannot change the columns shown for the envelopes in this tab. If you wish to see other columns, use the Signatures module.

To add a new envelope, click on the Add button. This will open a new browser tab in the Signatures module and show the Add Envelope pop-up with the matter selected to allow you to enter the information for the envelope.

To copy an existing envelope, select it and then click on the Add button (now named Add/Copy).  This will open a new browser tab in the Signatures module and show the Add Envelope pop-up populated with information from the selected information to allow you to quickly create the new envelope.

To Delete, Send. or Cancel envelopes for the matter, select the envelopes by clicking on the check boxes in the left-hand column and then click on the appropriate button. If you cancel or delete an envelope, any “Sent”  envelopes will be cancelled at the eSignature provider. Although any deleted envelopes will be removed from the Signatures module in AppColl, envelopes with a “Completed” status will not be affected in your eSignature provider account.

To regenerate envelopes for the matter, perhaps as the result of a Signature rules change, click on the Regenerate button. When you regenerate envelopes, any unsent envelopes will be deleted and then new envelopes will be generated based on the current rules. AppColl will not delete any sent envelopes but will not create duplicate envelopes if envelopes with the same envelope information exist (options, recipients and documents).

To refresh the status of all envelopes, click on the Refresh button.