Is there a way to generate a report that shows what are my pending items needing signing?
You can find who is the next Signer on documents or records by doing the following steps:
1. Add to the DMR Item form (Admin -> Fields Layout) a new section E-Signature and add to into it the system field Next Assignee.
2. Create a new filter (Ex. “DMS – Documents Waiting for E-signature”) that will pool all the DMS Items that the Next Assignee is not Empty. That will pool all the DMS items that are waiting for someone to sign.
– Sort the filter by Next Assignee in DES order to have the list of item
– Put the following fields in this order: Key, Name, Status, Category, Next Assignee, Routing Status, Revision, Change #
3. On that filter results you can search for your name.
4. Than you can build nice dashboards to help you share this information across your users.