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E-Sign Document Report

Grace Matthews

Hi!

Is there a report in Fourth that allows us to view all e-sign documents, including which are outstanding and which have been signed? I haven’t been able to find an existing report or the relevant fields to create a custom one.

Any advice would be great.

Thanks :)

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Lee

Hi Grace,

Thank you for your query.

At present, there is no current reporting functionality available to support this requirement.

We do, however, have a dedicated area within the Customer Success Portal where customers can submit functionality ideas and vote on those they support. These submissions are regularly reviewed by our Product team and play an important role in shaping future development and the overall product roadmap.

I would strongly encourage you to raise this as an idea on the Customer Success Portal so that other customers can review and vote on it. You can also explore and support existing ideas that may align with your requirements. The more engagement and votes an idea receives, the greater the visibility it has when our Product team prioritise future enhancements.

Here is the direct link to the Customer Success Portal Ideas Page (you’ll need to log in to raise an idea and vote). There is a helpful ‘how to’ post pinned to the top of each Idea section to help you familiarise yourself with the ideas process.

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