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Introduction

To keep track of which PDF version was signed, it’s possible to mark the PDF snapshot version as having been signed which will create a significant version on the right-hand side, clearly flagged of the document and flag it as having been signed.

How to mark a document as being signed

  1. On the Project tab, generate a PDF of the document, if you haven’t already done so.

  2. Find the PDF snapshot version that

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  1. you want to mark as being signed (see Documents and folders on the Project Tab for more about snapshots).

  2. Select Update document status to Signed from the

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  1. Actions menu next to the PDF snapshot. The system will present a warning message, making sure you have selected the right version of the document that was signed.

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  1. Click Update

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  1. to mark the chosen snapshot version as signed.

The system will create a significant version of the document marked as “Signed” Info

Hints and tips

which will be visible on the right of the screen. Other users in the same Organisation can view the newly created organisation will be able to view that significant version.