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Document Signing report

Track the status of documents sent for electronic signature and send reminders to employees who haven't yet signed.

The Document Signing report tracks the progress of all documents sent for electronic signature. Use it to see what's pending, signed, rejected, or cancelled β€” and to send reminders to employees who haven't yet signed.

πŸ“Œ Note: You'll need a permission level that includes access to the Reports area and document signature information to run this report. If you can't see it, ask a Full Access user to update your permissions.


Run the report

  1. Click Reports in the main navigation, then select Document Signing.

  2. Use the filters to narrow results β€” by site or department, recipient, sender, signature method, or status.

  3. Click a document name to view full details and access the signed copy.

  4. Click Export to download as CSV or Excel, or select Print.

πŸ€“ Tip: To send a reminder to an employee who hasn't yet signed, open the document and use the options to send a reminder email.

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