See https://support.esign-app.com for eSign Documentation and Support
Document Search
- Chris Cairns🔹Digital Rose
Access Document Search from a variety of locations to view eSign Document enabled pages. The search view will show page type, title, status, plus document type, control ID and revision. Documents in active review will also show users waiting on Review.
Search can be filtered by content (title or text within the page), Doc Control ID, Status and User Role (Review, Training, Owner).
see Document Management Reports for additional reporting options.
Search All Documents
Access from Apps > eSign Documents to see all Documents within all spaces. Limited to pages the current user has access to view.
Find Documents in a Space
Access the eSign Documents link from the Space menu to search for all Documents within that space. Optionally restrict by filters to refine results.
Search My Documents
Access from User Profile > My Documents to see all documents the current user is involved in as Reviewer, Trainee, or Owner.
Document Search Macro
Add the eSign Search macro to any page for extensive search and flexible filtering.
Document Search Macro Configuration
Configure the macro through the standard options panel.
Search Field | Description |
|---|---|
Space | Documents within the space |
User Role | can be used to customize the results to show Documents the current user has Signed, is waiting to Sign (Pending), or is an Owner of. |
Status | Document revision lifecycle status (e.g. Draft, In Review, Released) |
Label | Filter by any attached Confluence label, including the document type label automatically attached by eSign. |
CQL Filter | Custom confluence query language filter for more complex restrictions. See examples below or Advanced searching using CQL in Confluence documentation. |
CQL Examples
CQL Clause | Description |
|---|---|
Ancestor=<ContentID> | Limit to pages in the page tree under the provided confluence page. |
title~”Medical” | Page titles containing the word “Medical” |
edocStatusChangedOn > endOfDay("-30d") | Limit to Pages where Document status changed in the last 30 days |
lastModified > endOfDay("-7d") | Limit to Confluence pages updated in the past 7 days |
Filter by Labels
Labels representing the Document Type are automatically created and tagged on Documents. Labels are lower case without spaces. See below for examples, or check the labels assigned to pages within the environment to confirm.
Document Type | Label |
|---|---|
Work Instruction | work-instruction |
SOP | sop |
Training Material | training-material |
Additional Macros
Consider the built-in Atlassian Content Report Table and Content By Label reports to embed links to documents and pages.