Project Detail and Reports

Manage Reports Inside a Project

Open /projects/{projectId} to manage one project workspace.

You can:

• See project header details
• Open Project Settings
• Create reports
• View signed status per report
• Create orders and invoices from signed reports

Create Reports

Use either action:

• Create a new report (from default layout)
• Create from layout (select another layout)

If no default layout exists, the app prompts you to create one in Settings.

Report Card Actions

Before signature:

• Open for editing
• View report
• Duplicate
• Delete

After signature:

• View report
• Create order
• Create invoice
• Duplicate
• Delete

Signer and Order Context

Project detail also shows:

• Signature progress/status details
• Count of orders associated with each report