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  • User Guide
  • Signing
    • Sign from the email invitation link
    • Sign as a signed-in user
    • Decline to sign
    • Sign several signing requests with a single authentication
  • Managing signing requests
    • Creating signature requests using templates
    • Create signature request
    • Contractor's liability information check
    • Add a signature mark at the bottom of each document page
    • Define signing order
    • Alternative signature levels
    • Ultralight signature level
    • Edit signature request
    • What to do when the email invitation is not received?
    • Set signature request on hold
    • Cancel signature request
    • Reopen signature request
    • Set signature request complete
    • Verify the authenticity of signatures
  • Utilise prewritten texts
  • Voting
    • Introduction to electronic voting
    • Create a poll
    • Vote as a logged in user
    • Vote from the email invitation link
    • Send a voting link to voter
    • Import voter information from a file
    • Cancel poll
  • Managing tasks
    • Task management
  • Data retention and deletion
    • Data retention and deletion
  • Delete content on the organisation account
  • Inserting and searching meta data
    • Use of tags
    • Enter or edit metadata
    • Search using metadata
    • Display metadata columns in the files view
  • Managing meta data
    • Metadata overview
    • Metadata administration
    • Add metadata fields
    • Add metadata templates
    • Add date-type metadata
    • Add person-type metadata
    • Add number-type metadata
    • Add a language version to the metadata
  • Managing documents
    • Share a file
    • View and process files
    • Read files in the files preview
    • Search files
    • Mark a file as archived
    • Rename a file
    • Change the order of files
  • Managing groups
    • Create a group
    • Remove members from a group
    • Leave a group
    • Close a group
    • Mute a group
    • Edit the Groups list in the side bar
    • Copy group address
  • Share content and permissions organisation-wide
  • Signing up for SignSpace
    • Try SignSpace for free
    • Create personal account
    • Register your organisation
    • Register with organisation invitation
    • Join existing organisation account
  • Managing your organisation account
    • Manage organisation information
    • Authorise access to organisation account information
    • Add members to your organisation
    • Edit your organisation's logo
    • How to enable Single Sign-On (SSO)
    • How to set up an Entra ID Enterprise App for SignSpace SSO
  • Setting up SharePoint integration
  • Personal settings
    • Out-of-office message
    • Edit your personal settings
    • Verify your identity
    • Customise email notifications
  • Forms
    • Forms functionality
  • Use forms to enable electronic signing of test drive permits
  • INTEGRATIONS
    • SignSpace Easy integration
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  1. Managing documents

View and process files

PreviousShare a fileNextRead files in the files preview

Last updated 2 months ago

All files you attach to SignSpace, as well as files shared with you, appear in the Files list on the Files tab.

Depending on the size of the screen you are using, all columns may not fit on the screen at once, but the screen must be scrolled horizontally. Therefore, the width of the column can be adjusted. Hover over the vertical bar next to the column name to change the width of the column.

You can also select the columns to display in your file list in the Edit Columns help window.

All files are listed in chronological order, with the newest at the top.

Each file is displayed on its own line, except for multiple files attached to the same signature request or task. The files of the same signature request or task are put together in one bundle. The name of the bundle is the name of the signature request or task. The file bundle is marked with a blue icon. Click the arrow to view the files:

You can open a file in the preview view by clicking on the name of the file or file bundle.

In the file list, you can also see if tags have been assigned to the file. If a tag has been assigned to a message, signature request, or task containing a file, the tag will also appear in the file list. When you move the mouse cursor to the line of each file, you will see a new tag icon, which opens a help window for editing tags. In the help window, you can see the added tags and you can delete them or add new tags. All changes are saved automatically. When you're done, click the X or anywhere outside the help window to close the help window.