E-Signature Activity Log

Office owners can view the details of uploaded files where an E-signature document was sent to a client.

1. Select Logs/Statistics > E-Signature Activity Log from the left menu.
   
   
   
   
2. 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.
   
   
   
   
3. Select a date range using the From and To date fields. Click on the Search button.
   
   
4. The details include:
   
   • Date—The date the file was uploaded to the client.
   • 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.
   • Office Company—The Accounting office name from where the document was sent.
   • Owner Name—The owner's name of the Accounting office from where the document was sent. 
   • Updated Date—Date the document was signed.
   • Status—The status of the document will show Sent, Signed, or Waiting (to receive the document if there were multiple signers).
     
     
     
     
5. The details of this report can be exported to the .csv spreadsheet by clicking on the Export to csv button.