Document Management Reporting
Document Management reporting allows for a Dashboard Admin to view what documents have been submitted during a specified time frame. To view reports, select the "Reports" option under the Document Management tab. You can filter the report if needed by clicking on the "Search by" dropdown. You are able to export the report to a .csv file for easy review.
Should you need a report that shows you an outside visitor or staff member's health screening status, in addition to seeing if they've submitted all required documents, you are able to view that information under the Health Screening log. There are columns towards the end of the report that display document status:
Thanks for your interest in Document Management!
- To sign up, or for additional information, please email us at email@example.com
- For support or feedback on this feature, contact us at firstname.lastname@example.org