How can I view the sending history of documents in preeco | pdi?
You check the sending status and time of a document via the activity log: open the document concerned in preeco | data protection and switch to the "Activities" tab. Alternatively, the central "Activities" module under "Reporting" provides a cross-module, filterable view of all operations. This requires that you have the permission to display the activity log.
Context
When processing documents in preeco | data protection, it may be necessary to check the sending history of documents in order to confirm the sending status and the time of dispatch.
Solution
To view the sending history of documents in preeco | data protection, the activity log is available. This log provides an overview of all relevant actions, including the sending of documents.
The following steps are required:
- In the preeco | data protection app, navigate to the area in which the document concerned is stored.
- Open the document.
- Open the Activities tab.
- Check the log to confirm the sending status and the time of dispatch.
Notes
The activity log is a useful function for checking the sending status of documents and, if necessary, identifying problems with dispatch. Alternatively, the central Activities module is available under Reporting, which bundles all operations across modules and can be filtered by document, action and period. This requires that the corresponding rights for displaying the activity log are available.
Changes and errors may occur. The information in this article has been carefully compiled, but does not claim to be complete or correct.