Reports are used for determining documents that have either been signed or are remaining to be signed by Client, Account or Employee.

Reports can also determine which Accounts have accepted or not accepted their invites.


These are the Reports available:


Reports can be filtered by Client, Account or Employee, displayed on screen and downloaded as an .xlsx file. All reports, excluding Account Invites, can be filtered by date range.



Outstanding and Accepted Account Invites can be viewed in an on screen report or downloaded as an .xlsx file.