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Document and Signature Status Exporter

Updated

This process allows you to generate a custom export template that is saved to your profile for future use. It is ideal for administrators who need recurring reports with specific compliance data, signature audit details, and review statuses.

Prerequisites

  • Access to the moduleDocumentos y Firma.
  • Permissions forAdministratoror access to the sectionReporting / Exporters.

Content - Step by Step

To build your report from scratch and obtain full traceability, follow these steps:

1. Base Template Selection

  • Go to the side menu and selectReporting > Exporters.
  • Click the buttonCreate Report.
  • In the template search, type"Firma Documentos".
  • Select the optionFirma Documentosthat the system displays. This template contains all the technical data of the signing flow.

2. Data Selection

Once in the template configuration, click the buttonSelect data. For a comprehensive report, we recommend checking the following variables, in the formatCategory - Variable:

General and Document Information:

  • Company - Company Name: Identifies which organization the record belongs to (useful if you have multiple legal entities configured on the platform).
  • Firma Documentos - Document ID: Unique identifier for traceability.
  • Firma Documentos - File Name: The name assigned to the document.
  • Firma Documentos - Document Type: (e.g.: Contract, Annex, etc.).
  • Firma Documentos - Visibility: Who can view the document.
  • Firma Documentos - Document size in bytes: Useful for storage audits.
  • Firma Documentos - Creation Date: When the process was generated.

Collaborator Signing Process:

  • Firma Documentos - Collaborator Signature Status: Current status (Pending, Signed, etc.).
  • Collaborator - Full Name: Identification of the associated collaborator.
  • Firma Documentos - Collaborator Signature Date: Exact timestamp of the signature.

Review Process:

  • Firma Documentos - Document review date.
  • Firma Documentos - Document review status.
  • Firma Documentos - Document reviewer: Who validated the document before signing.

Company Signatories (Legal Representatives):

  • Firma Documentos - Status / Name / Signature dateof theFirmante 1 Empresa.
  • Firma Documentos - Status / Name / Signature dateof theFirmante 2 Empresa.

3. Save and Download

  • If needed, you can addFilters(optional) to narrow the search by specific dates or statuses.
  • Click the buttonSave.
  • Assign a descriptive name to your report, for example:"Issued Documents Status".
  • Finally, clickDownload.

 

Important Considerations

  • Saved Reports:Once you save the report with a name, you don't need to select the columns again next time; you only need to go to your reports list and run it again.
  • Traceability of Legal Representatives:By including the variables "Firmante 1" and "Firmante 2" for the company, you can detect bottlenecks if documents are signed by the collaborator but pending on the company's side.

💡Still have questions?
If this article does not fully answer your question or you need support for a specific case, our team is available through the support channels.

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🤖 This article was translated using artificial intelligence. View original article.