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  • Ready to Sign Dashboard

Ready to Sign Dashboard

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Clarkee
Clarkee
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on ‎01-12-2017 11:41 AM

on ‎01-12-2017 11:41 AM

Ready to Sign Dashboard

Is there, or will there be a capability to export the data in the ready to sign dashboard for larger firms or Financial Institutions in order to allocate workspaces?


Example:
If a team of people want to see Tuesday's settlements that are ready to sign, which are Transfer workspaces, could they apply the filters and export to excel or PDF?

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Category:
  • Banks and Financial Institutions
  • Digital Signing
  • Other
  • Training
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Beck
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on ‎04-12-2017 03:25 PM

on ‎04-12-2017 03:25 PM

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Re: Ready to Sign Dashboard

Hi Clarkee, 

 

Currently this capability is not available but this is a great suggestion and we will add this to our list to enhance the Ready to Sign feature. 

 

Many thanks, 

Beck

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Beck
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on ‎04-12-2017 03:25 PM

on ‎04-12-2017 03:25 PM

Solution

Re: Ready to Sign Dashboard

Hi Clarkee, 

 

Currently this capability is not available but this is a great suggestion and we will add this to our list to enhance the Ready to Sign feature. 

 

Many thanks, 

Beck

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DMc
DMc Community Superuser
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on ‎20-08-2018 04:14 PM

on ‎20-08-2018 04:14 PM

Re: Ready to Sign Dashboard

...it's live;

Ready To Sign.PNG

Make every day count, keep smiling! Smiley Very Happy
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