Track and Limit System Access to Users with Missing Contract Signatures

We currently require both signatures in order for a contract to be completed and submitted. Given this, we have run into some issues regarding knowing who has signed and who has not. We would like to be able to track missing signatures in a list or report. if someone has not signed the contract, we would like to limit their access to the system.

  • Mike Lyons
  • Oct 23 2015
  • Implemented
Blackbaud Enrollment Management / Contracts
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  • Julie Farr commented
    November 09, 2016 00:36

    Yes, the Contact Export shows signatures but it is a pretty unwieldy report. I'd much prefer an additional status "Signed" or "Deposit Received" so that I can easily know which families have partially completed. Then we can follow-up. A lot happens between "Saved" and "Submitted" that we have no knowledge of and would be GREAT to have.

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  • Ash Smelkinson commented
    October 26, 2015 14:07

    The "Contract Export" report lists most components of the contract as it it filled out, even if it hasn't been submitted.

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  • +1

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