What is Global Preview in Signi?
In this article, we will show you how to use the Global Preview feature in Signi, which is especially useful if you are part of multiple workspaces.
If you need to view all documents awaiting your signature across different workspaces, Global Preview makes it easy. Simply click on the name of your current workspace in the upper-left corner of the screen, then select "Global Overview" from the menu..
How to access Global Preview
Log in to Signi.
In the upper-left corner of your screen, you will see the name of your current workspace.
Click on it to open a dropdown menu.From the menu, select “Global Overview.
You will now see a list of all documents that require your signature across all workspaces you are a member of.
Use the workspace filter at the top if you want to narrow down the list to a specific workspace.
This view allows you to see every document that is waiting for your signature, regardless of which workspace it belongs to. You can also filter the view by specific workspace for easier navigation.
From the Global Preview, you can perform several actions on selected documents:
Extend the validity of documents (i.e., extend the validity of the signing link).
Sign documents directly from the overview.
Send notifications to remind others about pending documents.
Delete documents that have not yet been completed (i.e., not fully signed).
This feature saves time and ensures you never miss a document that requires your attention—no matter how many workspaces you work in.
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