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Status chart for multi signers in one step




  • Isaac Oard

    Hi Ben Cao
    We appreciate your feedback! I will get an idea ticket created for you to track any and all progress with this idea.
    Thank you!

  • Mike

    Hi Belong!

    A quick follow-up here that was pointed out by our Process-based Cert experts.

    If all the signers are on one letter, the pie chart in this case tracks the status of the letter in the sent status until they have all signed (likely what you are seeing). That said, if you would rather track the status for each signer, its recommended that you run a bulk certification from the process instead. This will send the same certification letter to everyone in the group you select, and the recipients can each sign individually. This will update the pie chart incrementally per signer. Does that make sense?

    Let us know if you have any follow-ups or need anything else. Cheers!


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