Auto Forward (Out of Office) - View any users PULL Requests
- Wendy Jean
This is a CUSTOM feature that is available today via our Enterprise Package. Contact tfox@botdoc.io to have this feature enabled on your Corp Team account and to discuss pricing.
Also see Auto Forward (Out of Office) - View any users PUSH Requests
From your left navigation toolbar click on “My Team” and you will notice a NEW “'eye icon button” under Action (picture below shows it disabled)
There are 2 ways to ENABLE the feature:
1 - Admins/Owners can click on the gray “eye icon button” for any active user on this teams list that may be out of office or on vacation etc.
2 - Individual User can enable by going to User Profile, click on the Security tab and click on the gray “eye icon button” to enable.
Once ENABLED Admins/Owners will be able to see the users Requests that are in “waiting” status or Requests that need to be “downloaded” (from the time the auto-forward was enabled and any “waiting” requests that are still within the 14 days expire that may need to be resent)
Hover over the users request(s) to view the expire date of the requests.
Admin/Owners only can CLICK on the “Pull waiting” or “Pull Pending Download” to VIEW this users details.
When Admin/Owner Jenny Mess clicks on the “Pull waiting” or “Pull Pending Download” from the Teams page, it will take Jenny to user Jays Pull Request Details page where Jenny can click on the completed Pull that needs to be downloaded or Jenny can Re-send the “waiting” request if its about to expire.
Jenny clicks on the completed request to download the files. All Jays files are visible to Jenny and Jenny can download each file separately or download package to zip all files.
Once Jenny downloads the files notice on the timeline that it shows Jenny was the one who downloaded the files in Jays 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).
When User Jay clicks on VIEW, user can now see the entire timeline of when and who downloaded his documents. Jay can download as well so notice the last entry of the timeline shows Jay also downloaded the documents.
Admin/Owners view in Audit reports “Transaction History” will show the Admins/Owners who downloaded what documents in what users account.
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.