This section of the website is where you can view document submission activity and download document details.
Number: System assigned unique number associated with the document on the tablet.
Name: The document name is assigned by the user when creating a new document. This value doesn't have to be unique.
The document name can also be pre-populated by an outside source. For more information, click here.
Submitted By: The user who submitted the document.
Template: The name of the template used to create the document.
Submit Date: This is the date that the document was last submitted. A document that is re-submitted overwrites the original document in the website so you always see the latest version.
Download Button: Initiates a download of a zip file containing a PDF, XML, CSV, JSON, and any attachments for a specific document.
Edit: Will open up the Document Editor that allows you to edit and update information for a particular document.
- Currently, the Editor is in beta status. If you experience any issues while using the beta feature or simply have feedback or recommendations, please submit a ticket to our support team.
Note: You may notice a small arrow in the column headers. This indicates that the documents can be sorted, either in ascending () or descending () order.