All Signing Packages can be managed from the Package View. For each Package, you are able to track the progress of signings, open or make edits, and view the MasterFile Audit Trail.
From the Package view, you can
See All Packages - By selecting All from the top panel, all Packages will be displayed, and any applied filters will be cleared.
Filter Packages by Package Type and Identity Verification - Packages can be filtered based on their type and whether IDV was enabled and/or IDV failed. Click on the filter icon in the top-right corner of the page.
This shows the filter options.
Select your desired filter, and the Packages page will display only the packages that match it. For this example, we have selected the Concurrent Package type, and it displays all the Concurrent Packages.
You can add multiple filters. And delete the existing ones by clicking on the X button.
Search Packages by Name/Category/Description/Client Number/Matter Number - While creating a Package, you have the option of adding a Description or Category, which helps you to organize the Packages. You can also associate Packages by including a Client or a Matter/Case Number.
For example, if you have a client ABC and you will be signing 5 Packages with them, you can add the keyword ABC to the Description/Category field for all the Packages. Or if you have Packages related to the same legal matter, you can include the Matter Number to all the Packages. By searching for the keyword/client/matter in the search bar, the Package list will display all the Packages related to the search field.
On the top panel, you have more options for filtering the Packages. Clicking on the three dots menu will display additional options.
- Sign - Packages yet to be signed by you.
- Join - Packages yet to be joined by you (VSRs / Live Sessions).
- Soon - Packages with the Sign By date approaching soon.
- Reminders - Packages with a Remind Me Later date set.
- Late - Packages with the Sign By date passed by 14 days.
- Drafts - Packages that have been saved for future use.
- Waiting - Packages yet to be signed or joined.
- Started - Packages that have been signed partially.
- Rescinded - Packages that have been rescinded/cancelled.
- Expired - Packages with the Sign By date passed.
- Executed - Packages that have been fully signed.
The Packages view also includes External Signings. These are sent to you by users outside your organization. Please ensure that you verify the source before proceeding. Once a Package is fully signed and completed, it will no longer be visible in your account. However, you will still receive a final notification with signed documents upon completion.
The Packages view includes a filter that allows you to sort and view Packages based on when they were last updated. You can choose from several time ranges to quickly narrow down and locate relevant Packages based on recent activity.
Available options are:- Last Day
- Last 7 Days
- Last 30 Days
- Last 90 Days (default filter)
- Last 180 Days
- Last Year
- All Dates
The Packages list also offers multiple view options to suit different preferences and workflows. You can choose from detailed, compact, list, or table views, allowing you to control how much information is displayed and how it is organized. This flexibility helps you quickly scan, compare, or review Packages in a format that best fits your needs.
Detailed View
Compact View
List View
Table View