Handling Problem Files

If issues occur for a file, as a signatory you have two options.

Stop Action

You can simply refuse to sign and block the file: select the file through the check box in front of it and click Stop in the Actions dropdown menu on top of the grid.

After confirmation, the file is archived and no other action is available.

Initial Action

You can simply send the file back to the signature book: select the file through the check box in front of it and click Initial in the Actions dropdown menu on top of the grid. After confirmation, the file goes back to the signature book.

In the Provenance column, the Sign mention for Signature is specified and the file number is available in hints (click the question mark button).