Archiving eSignature Templates

Summary

IMS offers the ability to archive your eSignature templates for times when you would like to remove them from the Active tab. This is particularly useful for deactivating inactive project-specific templates, and moving them into a separate section. This also helps to avoid any confusion when associating your active eSignature template(s) with a project offering.

Step-By-Step

1. Navigate to the Documents tab, and select eSignature Templates from the drop-down menu:

2. Find the eSignature template that you would like to archive. Select the drop-down arrow to the left of the eSignature Template name. 

3. Select Archive from the drop-down menu:

This will move the template to the Archived tab and show additional template details under each column header:

Note: When you click into an archived eSignature template, all options will be disabled:

If you need to move an eSignature template back to the Active tab, click on the down arrow next to the archived template and select Unarchive: