InsuredMine CRM | Optimize and Grow Your Insurance Agency

eSign Reporting

Description: For the agent and admin, reports for the eSignature module will be generated.

Benefit: The analysis of reports will aid in understanding the dynamics of documents sent for eSignature. Moreover, it will be useful for analyzing the agent data for the eSignature module.

Navigation : 

  • Navigate to the eSignature module. Click on the Reporting icon.

Note- If you log in as the admin, you can view my signature and agent signature reports.

  • In “My Signature,” the logged-in account reports will be visible.
  • In “Agent Signature,” the logged-in account reports will be visible.

 

  • If you login as an agent, you will see reports of documents sent by the agent.

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