Document Access Report

If and when a Contact viewed a document can be found using the Document Access Report. This report can be used to obtain a list of Contacts who have viewed a certain document or determine if a specific Contact has viewed a document. Results can be filtered by Investing Entity, Investor, Folder, Document Package, and Start and End Date (Start and End Date refer to Document Date). This report can be exported as a CSV file.

Steps

1. In the navigation bar, click Reports.
2. Click the tile that says ‘Document Access’.
3. Select the Investing Entity.
4. If desired, select an Investor and/or Folder.
5. If desired, select a document package and apply a Start and/or End Date.
6. The results will load as the filters are selected.
7. The results can be exported as a CSV file by clicking ‘Export’.
8. To reset the report, click ‘Clear Filters’.