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Participant
August 15, 2023
Question

Manage Documents for termed staff

  • August 15, 2023
  • 1 reply
  • 442 views

Hi,

Is there a way to see in progress documents for a staff you manage?  An example would be a staff is termed and I need to see what they have outstanding to be sure we get signatures.

 

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1 reply

mariahweyne
Inspiring
August 15, 2023

Hi. The short answer, yes it is possible.  The way to see the documents depends on the specific solution your are using to request signatures and and the level of  adminstration you have.

Participant
August 15, 2023

Thank you for your feedback.  Could you expand or share a link of the options.  Currently most of our workflows only require receiver to sign in order to consider the document complete.  I have full admin privilege, however I'd like to implement at the manager level.  Would you be able to recommend something to accomplish this?