When you send an invitation, it is immediately saved in the sender organization's Documents section. The Documents section displays all documents, regardless of their status.
The new document can also be found in the Open Invitations view. This view presents incomplete documents in the signing round that are missing at least one signature. Other documents are not displayed in this view.
Document Management
When you click on the document name, you can manage and view the following information:
Canceling a Document: You can cancel a document by selecting "Cancel invitations" from the three dots on the right corner.
Moving a Document: You can move a document to another folder from the three dots on the right corner.
Downloading a Document: You can download the document in PDF format using the three dots found on the right corner of the document row, “Preview document” → “Download file”.
Document Status: You can see the document status, such as "Pending", "cancelled", or "signed".
Invitation Status: You can also see the status of individual invitations.
Invitation Validity: You can see the validity period of the invitation.
Sending a Reminder: You can send a manual reminder for the invitation from the three dots in the upper right corner of the "Signatures" section.
Editing Signer Information: You can edit the signer's email if the invitation is in the "Invitation sent" status. Open the invitation from the "Documents" section, go to the "Signatures" section, and press the three dots.
Why can't I find documents/invitations on the company's Visma Sign account?
If an invitation sent through the company account is not found in the company's documents section, there may be couple of reasons for that:
- Someone has deleted the document from the company account.
- User permissions have been modified or the document's folder has been changed. Therefore, the user may no longer have access to the folder where the document is.
- The user is on the personal account side, in which case user can switch back to the company account through the role menu in the upper right corner.
This article has been translated using an AI-based translation tool.
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