What is My Inbox?
In case the document requires any action from you, it will become available in the My Inbox section. The document can come from your company admin, your colleagues, or a customer to whom you sent the document for signature.
When a new document lands in My Inbox, you receive a notification in the app. 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:
- Expired – signer didn’t sign the document and the link to the document got expired;
- Declined – signer declined to sign the document;
- Voided – the document is returned by you or your admin before it was signed by the signer;
- Signed – the signer already signed the document and sent it to you;
- Overdue – the document stays in My Inbox for a longer period than expected by your admin and immediate action is required from you.
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:
- Submit to the next stage. If you finished working on the document, tap Submit in the upper right corner. Fluix will then take the document to the next step of the workflow pre-configured by your company account Admin. Choose the appropriate action based on your workflow if a dropdown menu is displayed.
- 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.
After the document is 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 the following way:
- Open My Inbox, and make any modification in a document (annotation, fill out any field).
- Tap Back in the upper right corner. This moves the document from My Inbox to Drafts.
- Go to the Drafts tab, tap on three dots next to the name of the document, tap Delete, and confirm the action.
Feel free to contact us at support@fluix.io if you have any questions or comments.