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E-Sign Report

  • Updated

Effective Date: 6/3/2022;

IMPORTANT: The E-Sign feature was deprecated as of March 9th, 2022. Therefore, this report will not display any activity using E-Sign since that date. To access the report feature for ClixSign (the system that replaced E-Sign), click here: Clixsign Reporting

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The E-Sign Report allows management to track E-Signature requests sent from the system. This report is accessible by clicking on the Reports Tab and then clicking "E-Sign" as shown in the image below.

Reports_Tab_Esign_Chosen_as_of_06022022.png

 

 

Using the E-Sign Report

1. Select the report type. This determines how the graph is displayed. Additionally, you can download the graph by clicking Download.

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2. Configure the filters based on the data you are trying to display, then click Filter. Additionally, you can export the data by clicking Export Current View or Export Full Report

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  • Company: Filter the report by the company that the contact is assigned to.
  • Sent By: The User that sent the e-sign request to the contact.
  • Status: Filter the report by a specific contact workflow status.
  • Campaign: The campaign that the contacts are assigned to.
  • File Type: Filter the report by contact File Type.
  • Signed Date: The date that the contact signed and completed the e-sign request. 
  • Sent Date: The date that the e-sign request was sent to the contact. 
  • Start/End: Select a custom date range for when the e-sign requests were sent. 

 

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