Active Documents

Active Documents

Active Documents is a reporting tool that provides up-to-date information about your transactions with four reports:

Activity Summaries

Exception Summaries

Document Volume by Type Reports

Document Volume by Partner Reports

This chapter explains how to use the Active Documents Dashboard to search for transactions and create these reports. Topics include:

“Active Documents Dashboard” on page 36

“Search for Transactions” on page 41

“View Search Results” on page 52

“Save Search Criteria” on page 60

“Transaction Process Lifecycle Information” on page 60

“Reports” on page 80

“Delivered Reports” on page 82

Important: If you are an Active Documents subscriber and do not have access to the most current version of Active Documents, see “Active Documents Classic” for more information.

Note: You might not see all features described explained in this chapter, depending on your company's subscription agreeement and the permissions assigned to your role.

16.2 release. Updated October 23, 2016

Trading Grid Online User Guide PDF