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Yellow highlight: When a request is assigned to another user or to myself, this log is created displaying under ‘user responsible for' the one assigned TO and from which queue AND in the 'details’, is displayed who its assigned BY and from which queue.
To Generate a report, click on Generate Report, which will open another screen where you will enter your report start date and end date then click on Generate Report. Note that reports can only be generated in 1 year increments.
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Search SEARCH onscreen for user name, IP address or email address by entering your information in the search field then click the search icon.
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To Generate a report, click on Generate Report, which will open another screen where you will enter your report start date and end date then click on Generate Report. Note that reports can only be generated in 1 year increments.
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Report looks like this:
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Sample shows
a request was sent via the Queue (in blue)
Users within the Queue either assigned the request to themselves or to another user (in red)
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Activity Key for report above:
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PULL
Document Request SMS click -> request sent via SMS and clicked by recipient
Document Request sent -> request created sent via email or SMS
Document Request expired -> Recipient link expired or Botdoc user can no longer download files
Document Request email click -> recipient clicked on link
Document Request Download File -> User downloaded the file in its original form individually
Document Request Download File As PDF-> User downloaded the file as PDF
Document request download all files zipped -> User downloaded the file package as a Zip
Document Request Completed -> Recipient clicked on “Send/Finish” on the request landing page
Document Request Reassigned → User assigned “to myself” or assigned “to another user”
PUSH
Document Send Sent -> request created sent via email or SMS
Document Send Email Click -> recipient clicked on link
Document Send SMS Click -> request sent via SMS and clicked by recipient
Document Send Download File -> recipient downloaded the file(s) individually
Document Send Download File -> User downloaded the file(s) individually (report will show: Downloaded by: Jane Doe)
Document Send download all files zipped -> recipient downloaded the file package as a Zip
Document Send download all files zipped -> User downloaded the file package as a Zip (report will show: Downloaded by: Jane Doe)
Document Request Reassigned → User assigned “to myself” or assigned “to another user”
Terminated -> User Terminated request
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