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

Looking for more report options?

We have you covered! Check out the following exports:

• Clients
• Advisors
• Invoices (One-Time and Subscription)
• Transactions