PRODUCT · TRACKING
Know where every document is.
Each document has its own timeline: sent, opened, signed, sealed. Reports show what is stuck.
A timeline on every document · Reports with a CSV download
Sent09:14
Opened09:17
Signed09:20
WaitingGrace
The timeline
Every step, with its time.
- Sent09:14
- Opened09:17
- Signed09:20
- Opened09:31
- WaitingReminder day 3
What you can see.
01
Status
Draft, sent, partly signed, signed, declined, expired or voided, and which person is holding it up.
02
People
For each person: their role, their status and a button to remind them, change them or fix a wrong email.
03
Emails
Every email sent about the document, with delivery results, so you know a reminder arrived.
Reports
What is signed, and what is stuck.
- SentHow many went out in the window
- CompletionThe share that finished
- Time to finishThe typical hours from send to the last signature
- By templateWhich documents get signed fastest
- FilterBy team and by date range
- DownloadA CSV of the whole report
- CompareDeclined and expired next to signed
- Test modeLeft out of every number
REPORTS COUNT REAL DOCUMENTS ONLY.
Questions
Quick answers.
Can I see who opened a document?
Yes. Opening is an event on the timeline, with its time.
Can I export the log?
Yes. The audit trail of any document downloads as a CSV.
Does a reminder reset the clock?
No. A reminder is its own event on the timeline and does not change the expiry date.