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17 Howto View Signoff Document Statistics
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17 Howto View Signoff Document Statistics

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  • 1. How-To: Signoff statistics 1) Once a document has been published, and the sign-off requests sent out, the signoff tab will display all the relevant information on read-confirmations and also allow you to perform several additional actions. Let’s see what’s available in this tab now.
  • 2. How-To: Signoff statistics www.swingsoftware.com 2) The first section displays the publication date, Active status and statement/question sent to Signoff Readers. Clicking on the ‘Make inactive’ link here will disable the signoff request, and notified users will no longer be required to read the document.
  • 3. How-To: Signoff statistics www.swingsoftware.com 3) The percentage bar gives a quick overview on the number of collected signoffs.
  • 4. How-To: Signoff statistics www.swingsoftware.com 4) The ‘Display’ drop-down box allows us to view all users in the signoff list, or just those who have/haven’t signed off on the document.
  • 5. How-To: Signoff statistics www.swingsoftware.com 5) The “Send Reminders” link allows us to send a reminder to users who have not signed off on a document after a while.
  • 6. How-To: Signoff statistics www.swingsoftware.com 6) Using the ‘Send Reminders’ action will bring up a pop-up window which contains a list of users that have not signed off on the document. You can now enter a Reminder message and again request read-confirmation from these users by clicking ‘Send’.
  • 7. How-To: Signoff statistics www.swingsoftware.com 7) The ‘Add Users’ link allows us to add additional users to the signoff list and request their read-confirmation.
  • 8. How-To: Signoff statistics www.swingsoftware.com 8) Using the ‘Add Users’ action will bring up a pop-up window which allows us to select addtional users from the address book and enter an E-mail notification message. Click OK and the addtional users will be added and notified by email.
  • 9.
    • What we have done:
    • We viewed sign-off statistics of a document after it has been published.
    • We sent out sign-off reminders and added additional users to the sign-off list.
    • Still to come...
    • Sign-off reports