Activity and reports
See what needs attention on Home, follow each envelope's history, review workspace activity, and track sending and completion on Reports.
Home
The status counts at the top of Home show where your envelopes stand:
| Count | What it shows |
|---|---|
| Needs you | Envelopes waiting for your signature |
| Waiting on others | Envelopes out for signature with other people |
| Expiring soon | Envelopes that expire within 7 days |
| Completed | Envelopes completed this month |
Click a count to open the matching list of envelopes. The sidebar shows the same numbers.
Below the counts:
- Needs attention lists things to follow up, such as old drafts, envelopes about to expire, and expired or declined envelopes.
- Waiting on others lists envelopes out for signature, with how many people have finished.
- Activity shows the latest events in the workspace.
- Most-used templates shows your most-used templates.
- Plan & usage shows how many envelopes you've used this period.
Envelope history
Open an envelope to see its history:
- The Overview tab shows a timeline of what happened.
- The Audit trail tab lists every event with its time and who did it.
Events include when the envelope was sent, viewed, signed, approved or declined, and when reminders went out. Edits to a draft are grouped into one line, such as "Draft edited (4)".
The Evidence and certificate files are also listed there. See Verify a document.
Workspace activity
Click Activity in the sidebar to see what happened across the workspace in the last 30 days, newest first. Each item shows when it happened and who did it.
Use the menu at the top to show Everything, or only Envelopes, Signers and reminders, Templates or Workspace events. Click Only this envelope on an item to see one envelope's activity, or Open envelope to go to it.
Reports
Click Reports in the sidebar to see what your workspace sent and completed. Choose 7 days, 30 days or 90 days for the range.
The page shows:
- Sent, Signatures and Completed for the last 7 days, compared with the 7 days before
- Time to complete: the median time from sending to completion for envelopes completed in the range
- Sent and completed: a daily chart for the range
- All time: totals for envelopes by status, and your template count
Click an All time total to open the matching envelopes.
Reports, Home and Activity show live data in live mode and test data in Sandbox.
Export envelopes
To download a list of envelopes, filter the Envelopes list and click Export CSV. Up to 1,000 rows download straight away. For larger exports, eSignStack emails you a download link.