Titan Sign – Documents in Process 1 Week
For more information on the dashboard for the Titan Sign Analytics for Salesforce, click here.
Click here for more information on Salesforce reports and dashboards.
On this dashboard panel, you can see all the documents that were created in the past week with the status “in process.” The status is shown in the top right corner. The graph shows the Record Count and the number of documents.
- Click on the Titan Sign – Documents In Process 1Week link to open the report.
- Use the Filters at the top right of the report to filter the results as follows:
- Show Me
- Titan Sign Document: Date
- Document Status
- Scroll down on the report to see more information.
- Sort columns from A-Z or form Z-A by using the arrow on a column name.
- Click on a link in a column to view more information.