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Idea Submitted

Create Customize Report which will show who the next signer in line is

Categories:AuthenticationCLMAgreement PreparationAdmin ToolsApp CenterDeveloper ExperienceMaestroNavigatoreSignatureIdentifyNotaryRoomsWeb FormsCommunityIntegrations
  • October 30, 2025
  • 0 replies
  • 9 views

I would like to create a report that is generated on a weekly basis which will include most of the items that are available in the “Envelope Recipient Report”, but I would also like to include a field which shows who the next signer in line is. Right now, it will not show up in the DocuSign report. I have to go into Excel and create a filter in there to get a result that is similiar (not exact). 

 

Right now, it shows the routing number next to all the name(s) in a particular document, but I only want to show the next signer, and that is all.

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