E-Signature Activity Log

Office owners can view the details of uploaded files that include an e-signature request.

1. Select Logs/Statistics > E-Signature Activity Log from the left menu.
   
   
2. Click the Show Filters arrow from the top right corner to display the Search Filters.
   
   
    
3. Under Select Client, you can perform a search of E-Signature documents you have uploaded for All clients or select a specific client from your office.
4. Select a date range using the From and To date fields. Click on the Search button.
5. Click the "broom" icon to Clear Filters.
   
   
    
6. The details include:
   • Date—The date the file was uploaded to the client.
   • Title—
   • File Name—The name of the file that was attached for signature.
   • Sent From —The staff VO User ID and Name who uploaded the file to the client.
   • Sent to: Client ID—The VO client ID to whom the uploaded file was sent for signature.
   • Sent to: Company—The Client (Company) Name to whom the uploaded file was sent.
   • Sent to: Name—The name of the signer of the document.
   • Updated Date—Date the document was signed.
   • Status—The document's status will show Sent, Signed, or Co (Document initiated for signing).
     
     
      
7. The details of this report can be exported to an Excel spreadsheet by clicking on the Export button.