Send eSign Reminder

To send an electronic signature reminder to an individual user, follow the steps below.

  1. Click on the horizontal ellipsis icon for the particular user and select the Send eSign Reminder option.

    Exporting Records

    To export an individual record, follow the steps below

  2. Click on the horizontal ellipsis icon for the particular user and select the Export option.

  3. An Excel file gets downloaded on the local machine.

  4. On the Transcript Record tab, an individual user's external training details can be viewed.

To export multiple records, follow the steps below.

  1. Select the required number of records by clicking on the user’s name checkboxes.
  2. Click on the Export button from the top menu bar.

  3. An Excel file is downloaded on the local system.
  4. On the Transcript Record tab, an individual user's external training details can be viewed.