1. E-signature Platform
  2. Reports and operational decisions
Reference

Reports for the questions your team asks

Review packet progress, signer evidence, decisions and exceptions.

Overview
E-signature Platform · Overview

E-signature Platform dashboard

This quarter

Execution attempts in view
6
Total attempt number
2,510
Queued
2
Running
2

Signature packets by status

How far records got this quarter

StageReachedStep
Draft39
Prepared923%
Sent444%
Partially signed125%

Completed signer count by status

Sample totals per stage

1.0k0
1.0kDraft
1.0kPrepared
1.0kSent
1.0kPartially signed
-3000Completed
Example screen with sample data

Questions to answer

Packet progress

Which organizations have packets still sent or partially signed?

Signer evidence

Which packet counts need to be compared with accepted signer events?

Review outcomes

Which revisions were returned or rejected, and who decided?

Provider exceptions

Which attempts failed or have an unknown result?

Follow-up ownership

Who is responsible for open actions due soon?

History

Why did a packet change state or receive a successor revision?

More reports

Packet status by organization Grouped

Group packets by organization and status to find signing work still open.

Signer completion by packet Grouped

Compare each packet's completed signer count with its signer events.

Review decisions by outcome List

Show decisions, reviewers, dates and reasons for each packet revision.

Execution attempts requiring attention List

List failed or unknown attempts with their operation key and failure reason.

Operation results by revision Grouped

Compare run status and result reference by packet and source revision.

Follow-up actions due List

Show open actions by assignee and due date.

Evidence awaiting verification List

List documents marked No with their source packet and verifier.

Packet change history Grouped

Show status changes and reasons by packet and revision.

Set up E-signature Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started