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How to Filter for Pending Signatures

Learn how to filter enrolment forms with pending signatures using Funnel's filters

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Written by Jay Pateman
Updated over a week ago

Why Is This Important?

With Funnel’s Multi-signature system, schools may need to wait for additional Guardian signatures before enrolment forms can be officially marked as Complete.

This delay can slow down the application process and cause some applications to be overlooked. To actively monitor Pending Signatures, you can set up a Dynamic List using the following filter.

Steps to Filter Pending Signatures

  1. Open the Advanced Filter (Click the Advanced Filter icon).

  2. Select "Multi Signatures."

  3. Choose Individual Forms or All Forms, depending on what you need to track.

  4. Select "Pending Signatures" to filter applicants still awaiting signatures.

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✅ Save the filter as a Dynamic List so you can easily reference it at any time.

✅ This ensures ongoing visibility of applicants with incomplete signatures, preventing delays in the enrolment process.

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