new

v2.102.0 Activities reporting: filter by “Has signature” and “No signature”

Auditing activities just got easier. You can now quickly find activities that

do not

have a captured signature, so teams can catch missing sign-offs before they become a compliance headache.

🔐 Note:

Reporting → Activities is a Premium feature. These new signature filters are also available on other Activities pages (for example, Client → History → Activities and My Activities) so teams can still audit signatures outside of reporting.

✨ What’s new

✅ Added signature filters across Activities pages

🔎 You can filter for
Has signature
or
No signature
by signature type (based on the signature fields your organization has set up).
This works alongside existing
“pending signature”
filtering, giving you a clearer way to spot completed vs. missing signatures.
📍
Tip:
To use these, click Filter → Signatures on an Activities page.

💡 Why it matters

Faster auditing for missing signatures across activities in any status.
Helps reduce compliance risk by making it easier to catch unsigned activities before data is shared externally or reviewed.

👉 Learn more about:

Activities Reporting and Auditing Across Clients