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Docusign Employee
Community UserDocusign Employee
Legacy User
May 14, 2018
Solved

Are there any real Manager reports to see all of their shared employees?

  • May 14, 2018
  • 13 replies
  • 118 views

Hi,

Are there any manager reports that can see a list of what's pending and what's completed based off of each of their shared users?  OOB it looks like they have to click one by one on each user's shared envelopes to see this information.

It'd be beneficial at a Manager level to see a dashboard of pending and completed information in a time frame of all of their employees.  

 
Best answer by Community Expert

Have you tried the Envelope Recipient Report (available on the REPORTS tab) yet?  Depending on what you're looking for, that report might meet your needs.  You can see the sender, recipient, and status of envelopes in the account.

13 replies

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C
Docusign Employee
Community MemberDocusign Employee
Legacy User
May 15, 2018

Also that user guide for signing groups is not correct.  I added a group called "Resi Sales Manager".  Added one person to the group.  The group is not coming up when searching from contacts.  And I can't add that group to my contacts.  Any ideas?

C
Docusign Employee
Community MemberDocusign Employee
Legacy User
May 15, 2018

In your admin console, did you add a Group or a Signing Group?  If I add a Signing Group with just one member, I'm able to find it by typing the name in the Name field in Sending or by clicking on the icon next to the name and searching for the group.  Groups that are not signing groups will not show up in Sending.

C
Docusign Employee
Community MemberDocusign Employee
Legacy User
May 15, 2018

There is no signing group.  I'm still in sandbox mode (developer.docusign.com).  This may be why.  Doing some googling it looks like this is disabled in trial editions. -- Probably is as well on a sandbox.

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