The Action Center is a dashboard that allows users to instantly view and manage documents that require attention on SignTime.
As the default landing page after logging in, the Action Center helps prevent missed tasks such as signatures and approvals, enabling each user to manage their document-related actions efficiently.
Common issues it helps avoid:
Overlooking documents that require action (may lead to miscommunication or errors)
Delays in signatures or approvals (can cause business delays or complaints)
Missing transaction information (may result in non-compliance with the Electronic Bookkeeping Act and potential penalties)
■ Overview of the Action Center
① All
Displays all documents that require action.
② AI Confirm *Available with the SignTime plan or higher
Displays documents that require confirmation or input of transaction details (such as client name, contract start/end date, and amount) automatically extracted by AI.
*For details on AI-based transaction data extraction, please refer to How to Extract Metadata Using AI.
③ Drafts
Displays unsent documents that are still in draft.
④ Sign
Displays documents that require your signature, where you are designated as a signer.
⑤ Approve
Displays documents that require your approval or rejection, where you are designated as an approver.
■ How to Operate Each Document
From the Actions column, you can click the appropriate button to jump directly to the relevant page for that action.
Once all required actions for a document are completed, the document will no longer appear in the Action Center.
Example:
For documents requiring your signature, you can click the Sign button to go directly to the signing page.