External signing report
The External signing report displays a list of Adobe Acrobat Sign transmissions. The columns can be added or removed, resized, reordered, grouped, and filtered. The view settings can be saved and exported to a CSV, XLSX, or PDF format.
From this report, items such as the agreement name, status, send date, sender, workflow status, and workflow name are displayed. Users will see only the transmissions that they have sent with the exception of administrators.
The agreement status can be manually reconciled with Adobe Acrobat Sign in the event that the signature process has completed and not returned to FileHold.
The report is accessible through the “Adobe Sign” participant link in the workflow status report, the Sign off sheet, or via the Web Client > Full Administration Panel > Workflow management > External signing report.
The following columns are available for display:
The name of the workflow. This is hyperlinked to the signer and their instructions plus any changes made by the author.
In the Agreement details window, the external signature details are displayed.
The Adobe Acrobat Sign document history can be downloaded as a PDF document through the Agreement ID link or the Adobe audit history link.
|Workflow instance guid
|The unique FileHold workflow ID.
The status of the signed document. These come from Adobe Acrobat Sign:
|The date the agreement was sent for signature.
|The date the agreement was signed in Adobe Acrobat Sign.
|The name of the user who send the agreement to be signed.
Current status of the Workflow.
|The unique Adobe Acrobat Sign ID.
|The name of the workflow. This is hyperlinked to the Workflow Status Report.
|Workflow template name
|The name of the workflow template being used.
Reconciling an agreement
In the event that the e-signature process was completed but has not been returned to FileHold, agreements can be reconciled manually to complete the action. This will change the status from blank to "Signed", if the e-signature process has been completed on the Adobe Acrobat Sign side.
To reconcile an agreement
- In the External signing report, click Reconcile.
- The status of any completed e-signatures are updated to "Signed".
How to manipulate the External Signing report view
The list can be modified to add or remove columns, resize or change the order of the columns, sort ascending or descending, filter the results, and save these different views. The displayed information can be exported out of the system in order to do further analysis on the external signatures.
Click on the column header to sort ascending or descending.
Alternatively, click in the column header and select Sort Ascending or Sort Descending.
An up or down arrow shows in the column header indicating the sort order.
Add or remove columns
Click in the column header and select Columns. Select the check boxes for the columns to be displayed. Clear the check boxes to remove the header.
Hover the cursor between the column headers to resize a column.
Click in the column header and select Filter. Select the filter options and click Filter. The filter options available depend on what type of column is selected.
A white filter icon is shown in the header if the column is being filtered.
To clear the filter, go to Filter and click Clear.
Multi-select users for mass edit
Use Shift or Ctrl keys on your keyboard.
Change column position
Drag and drop columns to the desired position.
Group by a column
Drag and drop a column header to top blue bar that says “Drag a column header and drop it here to group by that column”.
To remove the grouping, click the X next to the header name in the blue bar.
Save view settings
If the view is modified, the view can be saved for reuse. Click Settings > Save. Enter a view name and click OK.
To use a saved view, go to Settings > Saved Settings > <view name>.
To delete a saved view, go to Settings > Saved Settings > <view name > Delete.
To restore to the default view, go to Settings > Restore system default settings.
Scroll through pages
In the bottom left corner, use the scroll settings to:
Adjust the number of items per page: 15, 30, 60
Click Refresh in the bottom right corner.
Exporting the External signing report view
The External signing report can be exported out to a PDF, Excel, or CSV file. Use the filters in the column headers to filter the list, sort ascending or descending, reposition columns, or group information.
To export the External signing report
- Use the filters in the column headers, move column position, sort order, and grouping to manipulate the users list. All users in the list are exported in the displayed view.
- Click Export and select one of the options: PDF, Excel, or CSV.
- Depending on your browser, you are prompted to open or save the file.