How to Download a Document Monitoring Report

Modified on Wed, 11 Dec, 2024 at 12:25 PM

The purpose of this document is to provide guidance on how to download a document monitoring report.


1. You will receive a link that will take you to the Subject Listing page, where you can download the report from the last 1 to 31 days.

 


2. Once you have selected your Company, Sta rt a t, End a t and clicked save the report will download as a CSV.

 


The CSV will include the following data:

 

/

Subject ID

/

Users Email Address

/

Client Ref

/

Document Registered Date

/

Company ID

/

Document Type

/

Company Name

/

Document Description

/

CRN

/

Document Update At

/

Business Name (The company who ran

 

 

 

the Search)

 

 

  

Further Support

If you have any questions, please do not hesitate to contact your dedicated Customer Success Executive or another member of our Customer Success Team.

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