The Documents Page contains a grid view of all the individual Documents submitted for system review. Submissions and re-submissions of edited collateral are contained within the individual Document.
The Documents Page has various columns available for sorting and filtering. Users can utilize the Download button to receive an Excel export of column data in the current View or data from all columns.
Column Definitions
Columns available include:
Severity: the severity rating for an individual Document based on the sum of the issues scored. The severity ratings include: Ok, Low, Moderate, Critical.
Status: the most current status of the Document (document status definitions included below).
Title: the system-generated title of the Document based on the content of the piece.
Document Format: the file format of the document. .PDF files reflect as "PDF", .JPEG and .PNG files reflect as "Image".
Added: the date the Document was added to the system.
Identifier: internal system identifier unique to each individual Document.
File Name: the name of the Document file uploaded into the system.
Content Summary: a system-generated summary of the Document's content.
Last Updated: the date of the last uploaded submission for the Document.
Total Severity (Open Items): the total Severity Score based on the sum of individual Rules that have failed for an individual Document.
Total Severity (Open Ticketed Items): the total Severity Score based on the sum of individual Rules that have failed for an individual Document that has had Changes Requested.
Categories: the categories of Rules that have failed for an individual Document.
Document Statuses
Documents have individual Statuses displayed based on where the item may be in the review process. Statuses include:
Approved: the document has been automatically reviewed by the account's Rules engine and no compliance issues were identified, or the document was manually Approved by an admin user.
Non-Compliant: the document has been automatically reviewed by the account's Rules engine and is found to not be compliant.
Review Requested: a document submitter has requested a manual review of the Document.
Changes Requested: an admin user has manually requested that the document submitter make additional changes to the Document.
Pending/Preparing: generally a temporary status, a PDF file is being converted into an image for system review.
Extracting: generally a temporary status, content is being extracted from the Document.
Analyzing: generally a temporary status, the Rules engine is being applied to the Document.
