# Envelopes, reports and the dashboard

> Every document sent from Salesforce becomes an Envelope record you can list, report on and use in Flows.

Tally Sign University › [Salesforce](https://www.tallysign.com/university/salesforce)

## Envelopes

Tally Sign creates and updates an **Envelope** record for each document linked to Salesforce, with its **Recipients** and **Activity**. The package never edits them itself; you don't need to either.

![The Envelopes list view with status, related record, progress, amount and sender](https://www.tallysign.com/university/salesforce/envelopes-list.png)

*Envelopes in the Tally Sign app. List views: All, Awaiting signature, Completed, Declined or voided and My envelopes.*

| Field | What it holds |
| --- | --- |
| **Status** | Draft, Sent, Completed, Declined, Voided or Expired |
| **Progress** | For example 1 of 2 signed |
| **Related Record Link** | Opens the record it was sent from, whatever its object. Opportunity, Contract and Account also get their own lookups, and so do Quote and Order when your org has them |
| **Amount** | The document's total, in the record's currency (**Currency Code**) |
| **Sent Via** | Salesforce, Automation, Tally Sign or API, depending on where it was sent from |
| **Sent At**, **First Viewed**, **Days to Sign** | From the first send to completion. New versions don't reset them |
| **Decline or Void Reason** | What the signer or your team gave as the reason |
| **Created Order**, **Created Contract** | Set by the quote-to-cash steps (Created Order is there when Orders are on) |
| **Lifecycle Log**, **Last Error** | What ran after sending, signing or declining, and the problems that still apply. An after-sending problem clears once the document is signed or sent again |

**Activity** lists every step: sends, views, reminders, signatures, suggested edits and change requests with who decided them, deadline changes, and every comment. Internal notes are included with the type **Internal Note**, so a report or list view can leave them out.

> **Note:** Upgraded from an earlier version of the package? Salesforce doesn't add new picklist values on upgrade. If **Settings → Salesforce** lists missing Envelope Activity types, add them to the **Type** field of **Envelope Activity** in Setup. Tally Sign then fills in the missing rows on every envelope, finished deals included, a few at a time. **Update envelopes** in the warning starts it right away.

## Who sees envelopes

Envelopes are private. Each one belongs to the person who sent it, so they and the people above them in the role hierarchy see it. Automated sends belong to the person they're sent as. The owner needs the **Tally Sign User** permission set. Otherwise the envelope stays with the connected user and **Settings → Salesforce** says who's missing it and how many envelopes are waiting. Once they have it, Tally Sign moves their envelopes to them within a few hours, or right away when you choose **Update envelopes**. Envelopes you give to someone else in Salesforce stay with them.

People outside the sender's hierarchy, such as finance or RevOps, need a sharing rule to see envelopes and the reports and dashboard built on them. In Setup, open **Sharing Settings**, and under **Envelope Sharing Rules** choose **New**. Share records owned by all internal users with their group or role, with **Read Only** access.

## Envelopes on CPQ quotes

To list envelopes on Salesforce CPQ quotes (or any other object you send from), add a lookup to it on Envelope. Tally Sign fills it in on each envelope.

1. In Setup, open **Object Manager → Envelope → Fields & Relationships** and choose **New**.
2. Choose **Lookup Relationship**, then the object, for example **Quote (SBQQ__Quote__c)**.
3. Name it, for example **CPQ Quote**, and add the **Envelopes** related list to that object's page layout.

## Reports

The **Tally Sign Reports** folder has seven reports:

- Signed this quarter
- Awaiting signature by owner
- Completed this month by rep
- Average days to sign by template
- Redlines by envelope
- Decline and void reasons
- Sent automatically vs by hand

![The Tally Sign Reports folder listing seven reports](https://www.tallysign.com/university/salesforce/reports-folder.png)

*Reports → All Folders → Tally Sign Reports.*

![Signed this quarter report with two envelopes and a total amount](https://www.tallysign.com/university/salesforce/report-signed-quarter.png)

*Signed this quarter.*

To build your own, use the report types **Tally Sign Envelopes**, **Tally Sign Envelopes with Recipients** and **Tally Sign Envelopes with Activity**.

## The Tally Sign Overview dashboard

Open **Dashboards → Tally Sign Overview** in the Tally Sign app: amount and number of envelopes awaiting signature, average time to sign, and what each rep closed this month.

![Tally Sign Overview dashboard with awaiting signature amount, count, time to sign and completed by rep](https://www.tallysign.com/university/salesforce/dashboard.png)

*Choose Refresh to update it.*

The dashboard runs as the admin who installed the package, so everyone who opens it sees all envelopes. Salesforce limits how many dashboards can run as the person viewing them, which is why the package doesn't use that setting.

To show each person only what they can see: open the dashboard, choose **Edit**, then the gear icon, and under **View Dashboard As** choose **The dashboard viewer**. This uses one of your org's dynamic dashboards.

Next guide: [The quote-to-cash setup wizard](https://www.tallysign.com/university/revenue-cloud/quote-to-cash-wizard)

Source: https://www.tallysign.com/university/salesforce/envelopes-reports-and-dashboard