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This article applies to:

  • Product: safesend
  • Subject: eSignature
  • Audiences: Staff

Delivered bulk action icons

Learn how to use the bulk action icons in the Delivered section to manage document access, reminders, downloads, archiving, deletion, and office location updates.
The
Delivered
 section displays all documents that have been delivered to the client but haven’t been archived. The bulk action icons in this section let you update one or more documents at the same time.
note
To select more items than appear on the current page:
  1. Select the
    Select All
     checkbox.
  2. Select
    select here
     in the blue information checkbox.
  3. Use the
    Page
     dropdown to change the number of items shown per page.

Set Access

Use
Set Access
 to restrict document access to specific users or to grant access to additional users. Access can also be edited before delivery during processing.
If there are no user access restrictions,
Everyone
 appears in the
Users with Access Rights
 column.

Send reminder

Use
Send Reminder
 to notify clients that they still need to sign their documents. Reminder options are available only for documents that haven’t been signed.
You can send a reminder immediately or configure automated reminders. If automated reminders are already enabled, a warning appears when you choose to send a reminder manually.

Download

note
Only documents with an
E-Signed
 status can be downloaded.
Use
Download
 to retrieve one completed document or multiple completed documents. When multiple documents are downloaded together, they are packaged in a ZIP file.

Archive and restore

Use
Archive
 to move completed documents out of the
Delivered
 section and keep the list organized. Archiving doesn’t turn off reminders to sign and doesn’t restrict client access to signed documents. Expired documents are automatically archived.
If needed, archived documents can be restored from the
Archive Reports
 section and returned to
Delivered
.

Delete and restore

When a document is deleted, it is moved to the
Recycle Bin
. Clients can't access documents that are in the Recycle Bin or permanently deleted. Permanent deletion is not recommended.
If necessary, deleted documents can be restored from the
Recycle Bin
.

Change Office Location

Use
Change Office Location
 to update the office location associated with a signature document. This change is reflected in the
Client Management
 system.
note
This action doesn’t update the location for other delivered items.

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