Retrieving singed documents from BetrSign
eBusiness

Using the BetrSign mailbox in the Mailroom allows you to track the status of documents sent for digital signing. Once a document is successfully signed in BetrSign, it can be imported into the PANTHEON DMS, and its status is updated accordingly. This ensures full traceability and eliminates the need for manual uploads or status checks.

Below, see a use case of how to check for signed documents.

Case summary The person responsible wants to check if any documents sent to BetrSign have been signed by the client. They check the status of the documents in the Mailroom and check for updates with the eWorkflow. They do this by following these steps. Reviewing delivered documents in Mailroom Checking sent documents Reviewing signed document

1. Reviewing delivered documents

The person responsible opens Settings | Documentation | Mailroom and selects the BetrSign mailbox.

In the Status field, they select statuses E - Delivered and F - Finished and click on  (Filter documents).

There are two documents with the status Delivered, which means they have been sent to BetrSign and are currently pending signature.

2. Checking sent documents

They continue to check if eny new documents have been singed.

They do this by clicking on the BetrSign check sent documents eWorkflow.

Hint BetrSign check sent document eWorkflow can be set to periodically check for updates. Set the task in Task Autorun tab of the BetrSign mailbox.

The information displays how many documents were checked and how many downloaded.

In this case, two documents checked and one downloaded.

They finish the checking by confirming the information.

3. Reviewing singed document

They continue to review the signed document.

They click on  (Filter documents) to refresh the documents displayed.

The status on signed document is changed to F - Finished. Signed file is visible in Files tab and in Document preview.