With our latest enhancement, we’ve introduced a new payment option filter within the E-signature List. This feature allows you to filter payment options based on completed payments, making it easier to manage and track transactions.
Use Case: Quickly filter and track completed or in-progress payments on the E-Signature List for easier management.
To View the Enhancement:
- Navigate to the Esignature Module.
- Within the E-sign list, select the filter Option.
- A short panel will appear, allowing you to filter completed payments by selecting either ‘Yes’ or ‘No’.
- Then, click Apply.
- Applying the payment filter updates the eSignature list to display only completed payments.
- Navigate to the timeline to view the payment details for the E-sign doc.
