Is there a way to pull a report for shared agreements?

Forum|Forum|1 year ago
November 12, 2024
1 reply
783 views

We have several people sending out agreements for approvals. We are seeking to enable a central support team to pull a report of agreements that have been shared with them on who has been sent the agreement and approval is pending or completed.

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Meenakshi_Negi

Legend

Hi peter_1371,

Thank you for reaching out.

Please refer to the information in the following help document: https://adobe.ly/4hHpEFR. Check if that helps.

We have checked that you are using the Adobe Sign Enterprise plan. If you have any reports-related questions, the experts can best answer them. Please contact our Adobe Sign Enterprise support team for the correct information. You may contact them using the steps in the following help document: https://adobe.ly/4ett3Fi.

Thanks,

Meenakshi

P

peter_1371Author

Participating Frequently

Following the instructions provided is working for agreements that I authored and sent out. It is not working for creating reports for agreements where someone has "Shared" or "authorized me to view their account". When in the "Manage" option and selecting the "All shared agreements" option... I am able to see all the agreements sent out and their approval status. I am just not yet able to export a report with this status information.

I am going to try to talk with the team that currently manages our AdobeSign subscription to see if they are aware of a way to modify my Authority level in the system to support this subject. If you have the values my account should be set to in order for this function to work... please let me know.

peter_1371

mariahweyne

Inspiring

There are 3 user roles. For you to able to see all agreements sent out, you need Privacy administration.

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