Keeping up with your outstanding orders and agreements is one of the key benefits of an electronic signature solution. Using the SmartSign Tracker feature allows our customers to rapidly identify sticking points in their business. The Tracker allows you to search by date range, status, or a variety of other unique identifiers. Search results are displayed by Transaction Identifier, Status, or Creation Date.
Once you’ve located the correct transaction, the Tracker allows you to drill down to see exactly where the transaction is in the workflow.
- The Tracker shows the status of each participant within the transaction.
- If you required a participant to go through additional identification screening – the Tracker shows a pass or fail indicator for each participant.
- If one of your signers is slowing down the process – quickly send a gentle reminder invitation to him.
- If the terms of the agreement have changed – the Tracker allows you to rescind the transaction or upload a new version of any document to the transaction and send out an updated invitation.
- What about those pesky customer support calls? Maybe your signer “misplaced” her security code – use the Tracker to look up the code for her.
As you can see, the Tracker helps keep all your deals “on track”.
Categories: Electronic Signatures, Product Development, Technology
Tagged: electronic signature software, electronic signature solutions, productivity, Track deals, transaction management solutions
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