Click on the My Teams Tab on the Left Navigation toolbar.
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Transaction History (metadata information only) will show a history of all Team users transaction history. You will be able to see request activity (sent requests, expired requests, terminated requests, completed requests, r equests requests sent via the Team Queue and requests assigned within the Queue to either the same user or another user etc), user email, IP address, Geo location, Lat/Long, recipients email or mobile info, recipients file names received or sent and Time and Date stamped.
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SEARCH onscreen for user name, IP address, request ID or email address by entering your information in the search field then click the search icon.
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Report looks like this: Sample shows a
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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All reports that are generated will be saved and named by the dates you have chosen for the report. If you choose to generate a report for July 1 to July 26, 2020 the file name will be the dates (see above pic)