How do I Schedule a Report?
To set up a report schedule, follow the below mentioned steps:
First, log into your emSigner account if you have not already done so
- Click on Aging Report from the Report's drop-down menu on the Dashboard
- Once you're on the Aging Report page, click on Schedule a report
- In the Create and Schedule Report page, enter a description for the report. This is optional
- Set the frequency for emailing the report by clicking on the radio icon
- Select the check box Send to Me, to email the report to yourself
- To email the report to other users, select the check box Also send report to below emails and enter the email addresses of the users who will be receiving the report.
- Select the report format by clicking on the radio icon. Once your done with all the settings, click on Submit