Accessing a document pack

Accessing a Document pack sent to clients and the status of the signing of documents

To access document packs through the firm:

  1. Navigate to the Work tab and select Document packs

  2. Enter the name of the document pack you wish to access in the refine results search bar located on the left-hand side of the page

  3. Click on the title of the document pack to open the pack workspace.

Viewing who has signed a document pack

On the left side of the slide-out window, you will see a list of documents that make up the document pack. Upon clicking on each document, an overview will be displayed - this includes the signing status for each signatory.

To access document packs as a client (signatory):

Once the document pack is published, the signatories will be sent an email with a link which will direct them to the document pack. Alternatively, it is also accessible from the client's personal dashboard. The documents will be located under Needs signing or approval.

Sending Reminders

Reminders are able to be sent to recipients with incomplete signing tasks - this will generate the same email that was originally sent when the document pack was published.

Simply click on the Remind All button within the document pack.

Retracting / Resending document packs

Connectworks makes it easy to retract a document pack should the need arise. Retracting the pack will cancel all active signing tasks and means that the recipients can no longer access it. After retracting a pack, you can make modifications and then republish if desired.

To retract a document pack:

  1. Navigate to the Work tab and select Document packs

  2. Enter the name of the document pack you wish to access in the refine results search bar located on the left-hand side of the page

  3. Click on the title of the document pack to open the pack workspace

  4. Click on Retract pack in the top right corner.

  5. Confirm that you would like to retract the pack by clicking on OK.