This is a CUSTOM feature that is available today for a one-time charge. Contact wjean@botdocvia our Enterprise Package. Contact tfox@botdoc.io to have this feature enabled on your Corp Team account and to discuss pricing.
This feature is a GLOBAL feature therefore once its turned on, you will see each users PUSHES at all times (you can not disable or enable like you can on the Auto-Forward/Pull feature)
From your left navigation toolbar click on “My Team” (Owners and Admins can view) and you will notice under each users name there are “push active” and “push terminated” calculations for the users PUSHES within the 14 day expire timeline.
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This feature is a GLOBAL feature therefore once its turned on, you will see each users PUSHES at all times (you can not disable or enable like you can on the Auto-Forward/Pull feature)
Hover over the users active request(s) to view the expire date of the requests.
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Wayne clicks on the completed request to view or download the files. All user Zetty’s files are visible to Wayne and Wayne can download each file separately or download package to zip all files.
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Once Wayne downloads the files notice on the timeline that it shows Wayne was the one who downloaded the files from and within Zetty’s account.
This is User Jays view when he logs in… User Jay can now see that the completed file was downloaded because the request is no longer gray. User Jay can download documents if he so chooses (see below pic).
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When User Zetty clicks on VIEW, user can now see the entire timeline of when and who downloaded his/her documents. First download was from the customer, 2nd download was from Wayne/Admin and last download was from Zetty.
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Admin/Owners view in Audit reports “Transaction History” will show the Admins/Owners who downloaded what documents in what users account.
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Admin/Owner or User can then disable Auto-Forward when back in office by
There are 2 ways to DISABLE the feature (see top of instructions for pictures):
1 - Admins/Owners can click on the green “eye icon button” to disable.
2 - Individual User can disable by going to User Profile, click on the Security tab and click on the green “eye icon button” to to disable which will then turn the icon color gray.(Picture below shows User downloaded, Admin downloaded and Customer downloaded docs)
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To DISABLE this custom feature contact wjean@botdoc.io