If you are a HelloSign user, E-Signatures Management is a great tool to keep track of all the E-Signature requests and completed requests.
The E-Signatures Management screen gives an overview of the E-Signature request document title, the signers, dates the documents were signed, etc. It's a quick and easy way to view all of your outstanding E-signature requests as well as what's been completed in the last 30 days.
We recommend this feature for Intake workers and Management because it's a great place to track all the newly retained cases you are waiting on signed contracts for. Once completed, the management will know to assign a caseworker and change the status to start working on the case.
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