Description: For the agent and admin, reports for the eSignature module will be generated.
Benefit: The analysis of reports will aid in understanding the dynamics of documents sent for eSignature. Moreover, it will be useful for analyzing the agent data for the eSignature module.
- Navigate to the eSignature module. Click on the Reporting icon.
Note- If you log in as the admin, you can view my signature and agent signature reports.
- In “My Signature,” the logged-in account reports will be visible.
- In “Agent Signature,” the logged-in account reports will be visible.
- If you login as an agent, you will see reports of documents sent by the agent.