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File approval and acceptance report

A single report that helps administration and shows progression

Updated over 2 weeks ago

If you have multiple requests for file approvals, read requests and signature requests, you can manage them using the 'Approval report'.

The report can be accessed from the 'Files' section of a workspace.

The report will give you an overview of all requests and their status. If the request included multiple files, the report will also show the progress..

Click on the 'In progress' request to view which files have been completed and which are still outstanding.

View signed documents

To view a signed document, select the completed signature request.

In the next window, scroll down to the end of the document to see the signature. You can also open and download the document.

Resend outstanding requests

The report allows you to quickly resend outstanding requests by selecting them and clicking 'Resend request(s)' from the 'Action' dropdown.

The 'Action' dropdown also includes the option to export the report in CSV format and delete requests.

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