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

Reports can also determine which Accounts have accepted or not accepted their invites, to view the list of Documents that the client has not yet read or viewed.


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.



Unread Documents Reports require a date range maximum of 7 days. The following warning will appear if the date range settings extend past 7days.