Document Access Report | DealCentre

  • Updated

Applies to: Advisors and sellers
 

The Document Access Report shows which documents have been accessed and by whom, which allows you to gauge interest in the deal. The Document Access Report can be viewed for an individual document, group or sub group, or individual user. The report is downloaded as a Microsoft Excel file.

Icons_Approved.svg How to create a document access report

Create a Document Access Report for an individual document

  1. Click the deal that you are interested in.
  2. Click the Documents tab.
  3. In the Actions column of the document your are interest in, click the three dots menu and click Create Access Report

Create a Document Access Report for a group or sub group

  1. Click the deal that you are interested in.
  2. Click the People tab.
  3. Click Groups.
  4. From the Actions column of the group or sub group for which you want to generate a report, click the three dots menu and select Create Access Report.

Create a Document Access Report for an individual user

  1. Click the deal that you are interested in.
  2. Click the People tab.
  3. Click People.
  4. From the Actions column of the person for whom you want to generate a report, click the three dots menu and select Create Access Report.

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