How to View Company Signing Insight on Mekari Sign

Article author
Zendesk Admin
  • Updated

Company Signing Insight on Mekari Sign, functions as a monitoring page for you to track your Mekari Sign usage, which includes the signing function of documents that have been created. Here are the steps.

  1. Go to the Insight menu.
  2. Then you will automatically enter the Company signing insights tab.

    Important
    For those of you who are using Insight for the first time, click the "Sync all data" button to display the data you have.

  3. Next, you can filter insights by type and period.
  4. And then, you will see some insights like:

A. Document status

In this section, you can see the total documents with status Need to sign, Pending, Completed, Voided, Decline, Denied.

No Column Explanation
1 Compare with last period Check to compare insights with previous periods.
2 All users To select filters based on specific users.
3 All teams To select a filter based on a specific team.
4 Download To download insights.
5 Data presented Displays the period of data displayed.
6 Total documents Total documents created.
7 Document sent per month Total documents sent per month.
  1. You can also hover over the chart to see the total document status for that period.

B. Document Validation

In this section, you can see the number of documents being processed until completion of all documents that have been sent.

  1. You can also filter insights by specific users or teams.
  2. Click the “Download” button to download the insight.
  3. Hover over the graph you want to view, and the document status (completed, pending, sent) for that period will appear.

C. Document Invalidated

This shows insights that contain invalid documents or have voided/declined status.

  1. At the top you will see the total documents with Voided and Declined status.

  2. If you hover over any period in the graph, you will see the total number of documents with voided or declined status in that period.

Click the “Download” button to download the file.

D. Document Completion Time

This provides insight into how long it takes a single document to be completed.

  1. At the top, it shows the total documents signed in that period.
  2. Besides this, you can see the average time it took to complete the document along with its completion rating.
  3. At the bottom, it is divided into time indicators. Where one of them, there are many documents that can be completed in less than one (1) hour.
  4. And if you hover over the chart, you'll see what documents in which categories can be completed in that time.

E. Document signing time

This insight shows how long it took recipients to sign documents during that period.

  1. At the top, you can see the total number of documents that have been signed.
  2. And next to it, you'll see the average time it took for the recipient to sign the document along with their signing rating.
  3. At the bottom, the chart is divided into time indicators. One of which shows documents that can be signed in less than one (1) hour.
  4. If you hover over the chart, you will see the total documents completed in that time.

F. Document sent by type

This insight shows information on what types/categories of documents are frequently sent.

  1. At the top, you can filter documents by specific users or teams.

You can also download the document by clicking the “Download” button.

  1. You can see the total documents submitted in that period.
  2. In the chart section, you can see which documents of what type/category are most frequently sent based on the indicator color at the bottom.

G. eMeterai

Shows insights regarding eMeterai usage in the selected period.

  1. You can see the total eMeterai used and the total eStamp expenditure.
  2. In the chart section, you can see the total successful/pending/failed documents according to the color indicator at the bottom.

    Click the “Download” button to download the file.

H. Signature type

Shows insight into the total documents signed with the global sign or PSrE type.

  1. At the top, you can see the total number of documents signed with the Global signature or PSrE Signature type.
  2. If you hover over the chart, you can see the total documents signed in both Global and PSrE types in that month. And you can see the color indicator of the chart at the bottom.

    Click the “Download” button to download the report.

This is an explanation of how to view Company Signing Insight on Mekari Sign