Add a Report for Outstanding E-Signature Requests
M
Marcela Osello
It would be great to be able to pull a report that shows outstanding E-signature requests by client so that an admin can follow-up with them.
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Amanda Aparicio
Merged in a post:
E-signature Dashboard
E
Elisha Hill
We have five admins who use the e-signature feature. I like the e-signature dashboard because it shows everything the firm has out to clients in one place. However, it has become extremely difficult to track what’s out for signature, because we don’t have a clear, consolidated view.