Viewing the Document Summary report

To view a summary of the document activities conducted by participants, click the Reports tab to display the Document Summary page. If the page does not appear, click Document Summary in the navigation bar.

Each row in the Document Summary page shows the following information for each participant:

If desired, you can clear sent items in the Document Summary page for one or more participants.

  1. Click the checkbox under the Clear column for the participants whose sent items you want to clear (or click All to check all participants).
  2. Click the Clear button. A precautionary message asks whether you are sure you want to delete sent items from the selected participant(s).
    Note:
    The "Clear" option only deletes files in the "sent" and "error" directories for the selected participant. It does not delete files from the "received" or "rec_err" directories. The reasoning for this is that it is anticipated that every received file will need to be further processed by user interaction -- specifically, the file will need to be accessed and moved to the appropriate business unit for application. Sent files, however, are most likely stored at their source and the copies saved to the file system do not represent unique copies of a file in an organization. Additionally, it is unlikely that a user will ever have a need to go to the filesystem to interrogate a sent file (unlike a received file).
  3. Click OK to delete them or Cancel to retain them. If you click OK, all documents in the sent and error directories for the selected participant(s) are deleted.

Copyright IBM Corp. 2003, 2005