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Idea Submitted

Reporting for envelopes - creation to completion

Categories:eSignature
  • July 17, 2026
  • 0 replies
  • 8 views

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We need a single report that captures every activity from the time and envelope is created until it is completed to show a full history for researching.  This includes templates used, authentication method changes, resend or corrections performed, and file name for each document in an envelope. 

Right now, multiple reports and the certificate of completion have to be pieced together to research.  Ex. Fraud occurs and you want to know who sent the envelope, who it was sent to, all documents in the envelope, if a template was used, changes to the template authentication, pass/fail status of every authentication attempt, resend/correction steps, and any other activity that occurred in the process.