What is the "Reports" heading for?
Under "Reports" you can view all completed, pending and declined transactions. You can also request a summary of the transaction for each completed transaction, in which the complete audit trail of this transaction is recorded. Here you can see who signed when.
Account summary report
Clicking the "Reports" button opens the Account Summary Report page. For each account sender, it shows the number of associated transactions, grouped by status. This menu option is only visible to the account owner and to ValidSign administrators.
You can filter a report by specifying a date range. The default date range is the current month. You can set this at the top left of the screen.
Click on a status (eg "Completed") to view the transactions with a specific status. Each transaction is listed by name. The number of documents and recipients of the transaction are also displayed.
To view the 'evidence summary' of the transaction, you can click on the "Proof" icon. This is only possible with completed transactions. No evidence summary is available in earlier phases.
The "Documents" section displays the documents of the transaction. A green check mark appears next to the document name when all signatures in the document have been completed, and the first and last signatures can also be seen.
The "Recipients" section lists the recipients of the transaction. Their names and e-mail addresses are easy to find, a green tick shows which recipients have signed and the date of the first and last signature can be seen here.