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

Forum|Forum|1 year ago
November 12, 2024
2 replies
791 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.

Manage documents

LadyTy

Participant

We also need the ability to run a report that will give us the stats (# of contracts sent, # executed, average time it took to execute, # of contracts where reminders were sent, Average time to execute after reminders were sent) for contracts sent out by our department’s contracts team by multiple individuals (all shared accounts). We need this to provide to our management team, and managing a spreadsheet to capture this info seems redundant and labor-intensive when Adobe Sign has this info for each individual. There should be a way for Adobe to pull this info together and spit out in a report for contracts sent in a fiscal year.

Meenakshi0101

Community Manager

Hi Ty5,

Thank you for reaching out.

We have checked your account using the email address linked to your community profile. You have an Acrobat Sign Enterprise account. We suggest you contact the Acrobat Sign Enterprise support team to get the right information. They can suggest whether this information can be included in the report. You may refer to the steps in the following document to contact them: Adobe Acrobat Sign Customer Support Resources.

Let us know if you need any help.

Thanks,

Meenakshi

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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