How to View Individual Sign Document Metrics in Insights?

In Sign Insights, you can track the status of documents, and understand how users interact with your documents, and gain insights to improve engagement and results. You can also filter the document/documents that you want to gain insights about with the sign filter.

How to Filter Sign Documents in Sign Insights

1. In My Workspace, click on Insights on the top right side of the page.

2. In the Insights page, click on Sign Documents from the menu on the left side of the page.

3. From the Sign Insights, click on the Sign Document number.

4. In the window that opens on the right side, check the box next to the document you want to view the results of and click on Apply Changes.

Note: When you set a filter with selected sign documents and date range, you will be able to view data with the same filter when you visit the Documents and Audience tabs. You do not need to set a filter every time you visit other tabs inside the Sign Insights.

Accessing an Individual Sign Document’s Insights from Workspace

You can also go to the Insights page by clicking on More next to the desired asset in your Workspace. Let move to the steps:

1. In My Workspace page, hover your mouse over the document and click on More.

2. In the menu that opens, click on Insights in the list.

When you select this option to go to the Insights, you will see the sign document is selected in the filter:

Filtering a Sign Document in a Team Workspace

You can also filter the documents in a team workspace. Here’s how to do it:

1. In My Workspace page, click on Insights on the top right side of the webpage.

2. In the Insights page, click on Sign Documents from the menu on the left side of the page.

3. From the Sign Insights, click on the Sign Document number.

4. In the window that opens on the right, click on the checkbox on the top to unselect previously selected documents.

5. Now, click on Filter and select the team under Owner dropdown.

6. Select the documents in the Team Workspace.

7. Finally, click on Apply Changes at the bottom.

See Also: 

How to Filter and View Sign Documents Metrics in a Specific Date Range in Insights?

How to Download Sign Document Metrics as Excel or CSV from Insights?