Packet progress
Which organizations have packets still sent or partially signed?
Review packet progress, signer evidence, decisions and exceptions.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 39 | ||
| Prepared | 9 | 23% | |
| Sent | 4 | 44% | |
| Partially signed | 1 | 25% |
Sample totals per stage
Which organizations have packets still sent or partially signed?
Which packet counts need to be compared with accepted signer events?
Which revisions were returned or rejected, and who decided?
Which attempts failed or have an unknown result?
Who is responsible for open actions due soon?
Why did a packet change state or receive a successor revision?
Group packets by organization and status to find signing work still open.
Compare each packet's completed signer count with its signer events.
Show decisions, reviewers, dates and reasons for each packet revision.
List failed or unknown attempts with their operation key and failure reason.
Compare run status and result reference by packet and source revision.
Show open actions by assignee and due date.
List documents marked No with their source packet and verifier.
Show status changes and reasons by packet and revision.
Start free, then use Proto to change fields, steps and approvals before your team goes live.