Question
How can I mark an Annual Statement that was sent for signing outside of NowInfinity as sent?
Answer
1. To mark an Annual Statement as sent navigate to Menu > Corporate Messenger > Annual Statements
2. Select the 3 dots on the right side of the specific Annual Statement > select "Mark as Sent".
3. The Status will change from "Received" to "Sent Manually 00/00/0000".
4. You will then be able to mark the Annual Statement as signed once signing is completed.
Note: If the status of ".eml downloaded" is displayed, this means you will not be able to mark the Annual Statement as sent. However, it is an equivalent status within the system. The two methods of sending are to either send for e-signing or to download the .eml. The only way to undo the .eml download status is to use the remerge feature, which would void the signing envelope.
Related articles:
How to send an Annual Statement
Annual Statement appearing in 'Not Received' status
Re-issuing an Annual statement