[Advisors] eSignature Document Report

To export a CSV file of all the documents created on your account, visit Document Vault > Documents and click the Export button in the top right-hand corner:

The export file includes the following information:

• Status (e.g. Opened, Signed, Voided, etc.)
• Client Name
• Client Email
• Recipients
• Template Name
• Invoice # (if document was attached to an invoice)
• Date Sent
• Date Completed
• Engagement ID