How Does The To-Do Section Work?

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On the Mobile and Web Applications, each Worker has their own To-Do Section. This is where links to all Scheduled Forms and Scheduled Signatures are kept.

Today:

This is where all Scheduled Forms and Signatures that are due Today or Overdue are kept. Select "Today" to see a list of items. Select the item to open the Form, Resource, or Signature Request that is assigned to you to complete.

Upcoming:

This is where the links to all future Scheduled Forms and Scheduled Signatures are kept. If you want to get ahead of your To-Do list, this is where you want to be!

Select "Upcoming" to see the option for Scheduled Forms or Scheduled Signatures.

Select the Category you want to see the list of assigned items.

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