How can we help you?

Document Activity by Type


What does this report do?

List of documents updated within the date range (by document type).

How would a client use it?

This report provides an insight to the types of documents being created across the account.

The report will highlight the total numbers for the following status:

  1. Created
  2. Complete
  3. Pending
  4. Approved

Generation Screen


See attached of an example of this report


Have more questions? Submit a request