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eSign & Digital Form Dashboards

The following article shows how to access and use eSign & Digital Form Dashboards to help you with document management

Written by Support Team

1. Log in to Rezoomo

2. Click the Digital Documents button from the sidebar

3. To access the eSign dashboard, click eSign

4. Here you will see the sent eSign documents that you have access to. You can use the filters at the top of the screen, to filter by Status e.g. Pending, Completed, Expired etc.

5. This is an example of applying the Pending filter. In this instance, you will only see Pending documents.

6. If you would like to carry out various actions on a document, click the Actions menu to see the actions available to you.

7. To access the Digital Forms dashboard, click Digital Forms from the sidebar

8. You can use the filters at the top of the screen to filter by Digital Form Status

9. You can click on the candidate name to navigate to the candidate's profile within the job.

10. In the candidate's profile, click the Documents tab

11. Completed forms can be downloaded from this screen or alternatively click "Forms" to access a preview of Completed and Sent Digital Forms.

12. Click the relevant form to view

13. Below is a sample preview of a Digital Form

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