[Account Owner] eSignature Document Report
To export an Excel 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.)
- Advisor Name
- Advisor Email
- Client Name
- Client Email
- Recipients
- Template Name
- Invoice # (if document was attached to an invoice)
- Date Sent
- Date Completed
- Engagement ID
Looking for more report options?
We have you covered! Check out the following exports:
- Clients
- Advisors
- Invoices (One-Time and Subscription)
- Transactions