Understanding the Document Summary Report
Written by Amelia Boyer
Updated at February 10th, 2025
Table of Contents
Document Summary Report
Video Tutorial:
Step-By-Step Tutorial
- Select the document tab
- Select Summary
- You will now see a breakdown of each document type within your account
- Click on the particular document you'd like to address from this page
- You are able to filter further and adjust the report view
- Sort via Document status:
- Sort via Document status:
- Sort via Organization
- You're also able to complete various actions from this page:
-
Open:
-
Open:
b. Approve:
c. Reject:
d. Edit:
Edit will allow you the ability to edit the expiration date. Editing from this location will not navigate you away to another screen, rather this is a way of mass changing expiration dates.
- If you'd like to approve all pending documents at once you will select Approve all, next to the export key
