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Dashboard About To Expire Estimated reading: 1 minute 133 views This section allows you to see all the transactions to be expired. Search options It is possible to perform search or filter by expiration time. Default: 48 hours. At the end of each line there is a menu with additional options. Extend validity Press “Extend validity” to extend the expiration time of the form. Reminder In order to send reminders to the client select “Reminder” in the additional options menu. Add new destination or select an existing destination, add the message and press “Confirm” button. Show Agent Press “Show Agent” to open the transaction from the agent side. For more information about “Show Agent” read here. Show workflow This option will appear only for the workflow and for the template with recipients. Select “Show workflow” from the list to see the workflow status. Delete In order to delete the transaction from the list press “Delete” in the additional options menu. The confirmation message will appear for approval. Dashboard - Previous Shared dashboards Next - Dashboard Waiting For Me
