Account Documents

View accounts with or without signed agreements/documents

Click on your Home Menu and select “Reports”.

Click on the “Account Reports” tab

Select Account Documents from the reports listed alphabetically.

You can choose to view missing or signed agreements. You can also choose to view missing or present attached files. 

From there, you can click the boxes to choose which statuses you want to view on this report. 

After that, click update.

A list of members will be generated. You can then choose what you would like to do with this report.

Print, Download, Favorite, or click bulk actions for other options such as Group Message or Add account tags.