How to generate report in CRM for the list of documents that were sent for e-signing

 

Question

How can I generate a report listing the documents which were sent for e-signing?

Answer

For the report, you can use the following selections in generating the report in CRM:
1. Use Advanced Find

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2. Look for: Documents
Use Saved View: New
Customer > Equals > Search for the name of the account
Status > Equals > Active
Created On > On or After > Choose the start date
DocuSign Completed > Equals > Yes & No
DocuSign Envelope ID > Contains Data

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