By Projects:
Get an overview of how many Signed Docs are linked to each project, along with details of users who have signed them or are still pending completion.
1. Log into your account at app.onetrace.com
2. Click on the Signed Docs tab
3. Click on By Project to filter your Signed Docs by Project
4. Click on Show and choose between Outstanding and All
5. Click on the + New Doc button to add a new one
6. Select the Project you want to check the Signed Docs for and view the Signed Doc Overview (Doc Name, Folder, Progress, Signature, Status, Auto Assign and Issued)
7. Click on each individual Signed Doc to manage, edit and download it
By Members:
View how many Signed Docs each user has been assigned and track the status of each document to monitor progress efficiently.
1. Log into your account at app.onetrace.com
2. Click on the Signed Docs tab
3. Click on by Members to filter your Signed Docs by Member assigned to them
4. Click on Show and choose between Outstanding and All
5. Select the Member you want to check the Signed Docs for and access the Signed Doc Overview (Name, Folder, Progress, Signature, Status, Auto Assign and Issued)
6. Click on each individual Signed Doc to manage, edit and download it
By All Docs:
View the total number of Signed Docs uploaded to your Onetrace account across all projects and filter them by their current status (active only or all).
1. Log into your account at app.onetrace.com
2. Click on the Signed Docs tab
3. Click on By All Docs to view the total number of Signed Docs uploaded to your Onetrace account across all projects
4. Click on Show and choose between Outstanding and All
5. Click on Status to filter your Signed Docs by Active and All
6. Select the Doc you want to check the details of and access its Overview (Name, Folder, Progress, Signature, Status, Auto Assign and Issued)
Need more help?
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