Document management
When a document is created, it is automatically saved in the Documents section of the account from which the document was created. This section contains all documents, regardless of their status.
By default, the Documents view displays all documents associated with the account in the center of the page. This includes documents that were not assigned to any folder during their creation (My documents - Main folder), as well as documents created via other business accounts that users of this account have signed as company representatives.
The Quick filter -panel lists all folders within the account to which you have access. By clicking a folder, you can view the agreements it contains.
Document visibility is determined by user rights, so it is important to ensure that the correct permissions are set to make documents visible to the appropriate user group.
The new document can also be found in the Open Invites -section. This view presents incomplete documents in the signing round that are missing at least one signature. Other documents are not displayed in this view.
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 and selecting "Move to another folder". Please note that documents cannot be moved from one account's archive to another account's archive.
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”. For more instructions on downloading a document, see our guide How to download a document from a company account?
Document status
You can see the document status, such as "Pending", "Cancelled", or "Signed".
Invitations' expiry date
You can view the validity period of the invitation.
Editing Signers' Email and/or Phone Number
As long as a signer's invitation link hasn't been opened, you can edit the invitee's email address and/or phone number.
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 several 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 the 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.
Did you find it helpful? Yes No
Send feedback