Export the contacts on an engagement, with a record of what each of them has done.
Steps
- Open the engagement.
- Go to the Contacts tab.
- Select Export.
What the export contains
For each contact:
- Name
- Email address
- Whether they viewed the engagement request email
- Whether they signed the engagement
- Whether they entered a payment method, where one was asked for or required
- Whether the consent document was signed
Use it to chase outstanding signatures across a batch without opening each letter.
Related
- Contact roles: who signs, pays, and receives
- Resend an engagement letter