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Manage Documents for termed staff

New Here ,
Aug 15, 2023 Aug 15, 2023

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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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Manage documents

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Guide ,
Aug 15, 2023 Aug 15, 2023

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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.

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New Here ,
Aug 15, 2023 Aug 15, 2023

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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?

 

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Guide ,
Aug 15, 2023 Aug 15, 2023

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