Selecting orders to sign via the check status

 
Explanation

In the following example, the second signature is submitted for an order by setting the check status.

More information on how to group orders by status can be found in the section Grouping multiple list elements.

Procedure

1.

Select File manager ➔ Signature folder.

2.

Change the status of the order that you want to sign to Checked: OK.

You have the following options for this:

To change the status of an order in the list view, click in the Check status column for the order. A selection list opens from which you can select the status.

To change the status of an order via the detailed view:

Next to the order, click on .

The detailed view opens, in which you can change the status of the order using the buttons.

The functions of the detailed view are described in section Viewing and editing order details.

When you have set all the statuses, close the detailed view using the button .

All orders with the status Checked: OK can be signed electronically.

3.

Click on Sign in the right-hand mask area below the column Check status.

The button is only active and selectable if at least one order has the status Checked: OK.

The application checks whether none of the selected orders have already been signed with your user ID.

4.

The signature plug-in starts with which you sign the orders electronically.

Follow the instructions in the masks of the signature plug-in.

The procedure is described in detail in section Signing EBICS orders electronically.

5.

Refresh the signature folder with the button .

When you refresh the signature folder immediately after signing orders, the orders you just signed may still be listed there without taking your signature into account.

This is the case if the financial institution has not checked your signature yet.

As long as the required signature classes are unavailable, the number of signatures submitted in the column Signatures is increased by one. As soon as the required signatures (number and signature class) for the order are available, the order is no longer in the signature folder.

6.

For bank accesses with protocol version EBICS 2.x you can check in the bank protocol whether the order has been signed.

Select Order status ➔ Bank protocol and click on .

7.

Alternatively, check the status overview to see whether the order has been signed.

a)

Switch to the menu Order status ➔ Status overview.

b)

Double-click to open the order you have signed.

c)

In the tab History, you can view the status history of the order.

If the order has been signed correctly, it can be further processed at the financial institution.