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Participant
May 6, 2025
Question

Reporting export that will show the next signatory that needs to sign the routing document.

  • May 6, 2025
  • 1 reply
  • 140 views

I’m looking for a way to export a list that shows the next person required to sign each actively routing document. We typically have around 30 documents routing each week, and there are frequent inquiries about who is currently holding up the signatures. While I can manually check each routing agreement to identify the current signer, I would prefer an automated export from Adobe Sign that clearly indicates the next signatory for all routing agreements.

 

If I can export this data into Excel, I can build a Power BI app to automatically update a site with this information. In an older version of Adobe Sign, I recall being able to access this field, but in the newer version, even after selecting all available fields, the current signer’s information does not appear. The export shows all signatories on the agreement but does not specify the person currently holding the agreement for signature.

 

Does anyone have ideas or suggestions on how to extract this specific information?

1 reply

Meenakshi_Negi
Legend
May 8, 2025

Hi Robert31930316lwrk,

 

Thank you for reaching out.

 

We have checked that you are using the Adobe Sign Enterprise plan. As you ask about a particular flow that used to work in the classic version, the experts can best answer it. Please get in touch with 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/4k1P55a.

 

Feel free to let us know if you need any help.

 

Thanks,

Meenakshi