Blissbook

Generate, save, and export custom reports with data from employees, documents, signature rounds, and more

Reporting Center

How to interpret the grades and icons in the reporting center.

What the icons and grades in the Reporting Center mean

How to pull reports, history, or signatures for former employees who are archived or have termed or separated.

Reporting on Archived or Former Employees

Diane Marshall

Tom O'Dea

All the information you need to CYA with Blissbook - understanding signatures and acknowledgments, and what your reporting can tell you about them.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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