How to Visualize Sign Data with Live Reports
Want to visualize your document activity with live reports? 📲
In this video, you'll learn how to visualize document activity with live reports in Jotform Sign.
Get ready to explore how to open Report Builder from Sign Builder, generate a report with AI, review recipient and document status data, customize charts and layouts, adjust the full report design, preview the final report, and share it with stakeholders using a secure link.
#JotformSign #LiveReports #ReportBuilder #DocumentTracking #ESignature #WorkflowInsights
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
👉 Explore Jotform Sign today: https://link.jotform.com/us3XterDlR
👉 Learn more about how to see the big picture with reports: https://link.jotform.com/CH2BEvaXK7
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
00:00 Introduction
00:10 How to open Report Builder from Sign Builder
00:32 How to generate a live report with AI
00:01 How to customize tables and status charts
01:35 How to add more charts and report elements
02:00 How to adjust report-wide style settings
03:01 How to reorder report pages
03:12 How to preview, download, and publish the report
03:30 How to share the report with stakeholders
03:45 Subscribe to Jotform Sign