Repository for Practice Administration Documents

Version 14.8

About Repository for Practice Administration Documents

Path: Activities Menu > Administrative Documents (Keyboard Shortcut keys: [Alt][A][A])

A copy of each daysheet is automatically stored in your Administrative Documents, and can be retrieved at any time in the future, if necessary, by accessing the Repository for Practice Administration Documents. Documents can be viewed, reviewed, and exported as a PDF in the Repository for Practice Administration Documents window.

Repository for Practice Administration Documents Map

Number
SectionDescription

1

Search CriteriaThe Search Criteria establishes the configuration for the administrative document search. Documents searches can be based on Correspondent ID and transaction type. 

2

Date RangeThe Date Range determines the documents that appear based upon documents that were created within the selected date range.

3

Text searchThe text search bar narrows the search by looking for text entered in the search bar.

4

Reset buttonThe Reset button resets the search criteria.

5

Search buttonThe Search button executes a search.

6

ExportThe Export button exports the administrative document as a PDF.

7

Mark Reviewed buttonThe Marked Reviewed button marks a document as reviewed and will not appear in another search unless the Include Reviewed Records checkbox is selected.

8

Document gridThe Document grid displays the document list based on the selected search criteria.