My Inbox section becomes active if you receive a document that requires an action from you. The document can come from your company admin, your colleagues or customer whom you sent the document for signature.
When a new document lands in My Inbox, you receive a notification in the bell in the upper left corner. Once a document is sent to My Inbox, you also get a notification by email (if this option is enabled by your company account Admin).
In My Inbox you can see who sent the document, when and its status:
Once you open a document, you see the comment (if any) from your customer or colleague.
When you’re done making changes to a document, you can manage it in one of the following ways:
2. Save to Drafts. Upon first modification, a document moves from My Inbox to Drafts. Once finished annotating, you can submit the document from Drafts by tapping Submit button.
After the document has been submitted, a copy of it is saved under Completed (if this is the last step of the workflow and it’s pre-configured by Admin), or Reassigned (if other members of your team need to work on the document).
How to delete a document from My Inbox?
If a document in My Inbox needs to be deleted, you can do it in a following way:
– open My Inbox, make any modification in a doc (annotation, fill out any field)
– tap back button in the upper right corner -> this moves the document from My Inbox to Drafts
– go to Drafts tab -> swipe left ->tap on trashcan and delete the document.
Can’t find what you’re looking for? Feel free to contact us at firstname.lastname@example.org if you have any questions or comments.
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