🔔 New Feature: Signature Tracking Now Accessible to Administrators and Authorized Users

We are pleased to announce a major improvement to the signature tracking feature in Secure Exchanges.

✅ What’s Changing?

Until now, each user could only view the signatures they had sent themselves. From now on, account administrators and users who are granted the appropriate permissions can access the signature tracking of other users within the same account.

Signature tracking is available exclusively to users with a Pro license.
However, anyone with the necessary permissions to view logs will also be able to access the signature tracking of Pro users only, even if they do not themselves hold a Pro license.

👨‍💼 For Account Administrators

Administrators can now access the signature tracking for each user in the account by following these simple steps:

• Log in to the Secure Exchanges online portal. (How do I log into my account on the Secure Exchanges online portal?)

• In the Options menu, select User Management.

• Locate the user in the list.

• Click on the following icon:

This will open the signature tracking page for that user.

👥 For Authorized Standard Users

Some standard users may also be granted permission to view the signature tracking of other users (standard or administrators), provided that the account administrator assigns them these specific permissions.

To do this:

• Create a Roles and Permissions Group in the portal.
  Can I configure access options for my technicians?

• Assign the following permissions:

Tracking of standard users only:

Tracking of administrators:

These users will then see the same tracking button in the User Management section, just like an administrator.

🔁 Available Features in Tracking

Administrators and authorized users will have access to all the standard features of signature tracking:

• View the status of signatures (completed, in progress, expired).

• Send a signature reminder on behalf of the original user.

• Resend the document for signature (requires a SESAR license).

🎯 This new feature aims to improve transparency, collaboration, and centralized management of electronic signature flows within your organization.

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