---
title: "Managing Transactions"
slug: "crm-user-guide-managing-transactions"
updated: 2024-10-16T06:39:20Z
published: 2024-10-16T06:39:20Z
canonical: "docs.onespan.com/crm-user-guide-managing-transactions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.onespan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Transactions

[2013](/v1/docs/crm-user-guide-managing-transactions#2013) [2015](/v1/docs/crm-user-guide-managing-transactions#2015) [2016](/v1/docs/crm-user-guide-managing-transactions#2016)

## 2013

### The Packages Page

The Packages page displays information about each package, such as:

- The package's completion status
- The package's owner
- The package's expiry date
- Date when the package was created
- Date when the package was last updated
- An action toolbar from which you can perform tasks like the following:
  - Edit the package
  - Prepare the package's documents
  - Review, accept, and sign the package's documents
  - Change the package's status from *Sent* to *Drafts*
  - Archive the package
  - Trash or permanently delete the package

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/ug9(1).png)

*OneSpan Sign Packages* pages do not refresh automatically when you navigate to them from another page. In that situation, you must refresh the page manually to view its latest changes.

## 2015

### The Packages Page

An *eSignLive package* is a container for all related documents that need to be signed.

The All OneSpan Sign Packages page displays information about each package, including:

- The package's completion status
- The package's owner
- The package's expiry date
- Date when the package was created
- Date when the package was last updated
- An action toolbar from which you can perform tasks like the following:
  - Edit the package
  - Prepare the package's documents
  - Review, accept, and sign the package's documents
  - Change the package's status from *Sent* to *Drafts*
  - Archive the package
  - Trash or permanently delete the package

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/ug1(2).png)

*OneSpan Sign Packages* pages do not refresh automatically when you navigate to them from another page. In that situation, you must refresh the page manually to view its latest changes.

## 2016

### The Packages Page

A OneSpan Sign *document package* is a container for related documents that need to be signed. In general, such packages contain one or more documents (up to ten) and one or more signers. The sender of a package generally performs the following procedures:

- [Creating a Package](/v1/docs/creating-a-transaction#to-create-a-package)
- [Adding and Managing Documents](/v1/docs/adding-documents#managing-documents2)
- [Managing Signers](/v1/docs/adding-signers#2016)
- [Preparing and Sending Packages](/v1/docs/preparing-sending-transactions)

*OneSpan Sign Packages* pages do not refresh automatically when you navigate to them from another page. In that situation, you must refresh the page manually to view its latest changes.