Viewing Historical Document Sends
Last updated
Last updated
💡 Users will be able to view their own historical doc sends and information associated.
Your historical document sends will be listed on the right hand side of the Document Send home screen. With each document send you are able to view details of what was sent and tracing activities on the documents shared.
Select a completed document send
The Recipients tab will list out the recipients of the documents and show the associated activity as “Viewed” or “Not Viewed”
If a recipient has Viewed the document you will be able to “View Activity”
This will show you the details of the activities taken by the recipients on which file.
Tracing events will show you when activities have been taken on each file sent.
Select the Tracing Events tab
Click on the file to obtain the details of the tracing events for the file
Select Tracing Map to view where the tracing events took place
On Historical Sends you will also be able to view the list of Sent Documents and any details provided with the documents sent to recipients.
Select the Sent Documents Tab to view all documents sent for that doc send
Select the Details tab to view any details provided to recipients
