Can I View a Report of All Documents Sent for Signature and Their Status?

Article Introduction

 The Signature Requests report can be viewed in the system, but it cannot currently be downloaded or exported.

What can I view in the report?

When the Signatures permission is enabled for your user account, open your profile menu and select Signatures.

The Signature Requests report displays:

• Estimate
• Job Name
• Created
• Updated
• Status

Can I download or export the report?

No. There is currently no option to download or export the Signature Requests report.

• The report is available for viewing only.
• The Signatures option must be enabled for your user account.
• The Status column shows whether each signature request is Sent or Signed.