Printing and Exporting the Document Review Log Report

Prev Next

Users can print or export a Document Review Log Report from the Document Review Log.

Steps to Print and Export the Document Review Log Report

  1. Click Document Management > Search Folders

  2. Enter search criteria as needed to locate the Folder you want to print/export the Document Review Log Report for

  3. Click Search

  4. From the search results, select the checkbox next to the Folder you want to print/export the Document Review Log Report for

  5. Click Open Folders. The Document Management screen displays as shown below

    Folder structure showing 'Helpdesk Testing' with a highlighted 'Test' folder.

  6. Right-click the Folder you want to print/export the Document Review Log Report for. A menu displays as shown below

    Note: After clicking on the Folder, you will be prompted to load a review layer. Load a review layer as explained in steps 6-9 in Load Review Layer. After loading a review layer, repeat step 6 as described above.

    Menu options for document review and management in a software interface.

    Note: The image above shows what displays when a review layer has been loaded.

  7. Click Document Review Log. The Document Review Log displays as shown below

    Document review log showing actions, dates, and notes for folder management.

  8. Click Print Document Review Log. The Document Review Log Report window displays as shown below

    Document review log report showing folder and review layer details with actions taken.

  9. Click the icon to print the report, or select an export format from the drop-down menu and click Export to export it.

Prompt to open or save a Document Review Log Report PDF file.

  1. Click Open to open the report or click Save to save it
    Click the icon next to the Save option to display additional options to Save, Save as, and Save and open

Notes: If you clicked Export, The Download window displays as shown below.