Files to Sign

You can access Signature service into Payment module. The Signature submenu displays all the files requiring your actual or internal signature.

Grid

Each line of this grid corresponds to a file, some pieces of information on this file are displayed in the following columns.

This column shows the external reference of the file if it exists.

This column shows the date and time of the file deposit.

This column shows the the name of the banking partner.

This column shows the bank service, i.e. the type of flow.

The Payor-Payor Account combo depends on the flow type of the Service column.

The Payor-Payor Account combo depends on the flow type of the Service column.

The Payee-Payee Account combo depends on the flow type of the Service column.

This column specifies Single or Multiple. For the multiple payees, hints give you details. To view them, click the question mark button.

The Payee-Payee Account combo depends on the flow type of the Service column.

This column specifies Single or Multiple. For the multiple payee accounts, hints give you details. To view them, click the question mark button.

This column shows the signature type, Actual or Internal and its stage in the process.

This column shows the date of the execution date of transactions. Multiple means the file includes several dates. Hints give you details. To view them, click the question mark button.

This column shows the sum of the amounts of the file transactions. Multiple means the file includes several currencies. Hints give you the various amounts by currency (minimum, maximum and average amounts). To view them, click the question mark button.

This column shows the number of the transactions included in the file.

This column specifies whether the file is considered as urgent or not.

Search and Filter

On top of the grid, a dropdown filterClosed Function processing information to extract a smaller but relevant amount of data. enables you to choose criteria for sorting the files to sign.

A screenshot depicting the function addressed in the current paragraph.

You can also search for a file to sign based on the characteristics of one or several transactions it contains. For this, use the Search transactions button at the bottom right of the filter.

Info

If you have already defined criteria in the filter of the Files to sign grid , they are automatically retrieved for the transaction search.