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 each 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.
Document Statuses
Documents have individual Statuses displayed based on where the item may be in the review process. Statuses include:
Auto-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.
Approved: the Document has been manually reviewed by an Admin user. Any previously flagg compliance Issues were manually cleared and the Document was manually Approved.
Non-Compliant: the Document has been automatically reviewed by the account's Rules engine and is found to not be compliant.
Escalated to Compliance: a Submitter user has requested a manual review of the Document.
Changes Requested: an Admin user has manually requested that the 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.
Risk Statuses
Documents have individual Risk Statuses displayed based on the highest individual Issue severity level applied. Statuses include:
Critical: the Document only has Issues that refelct Info as the Severity Level. Each Rule applied to a Document that has an Info Severity will add 80 to the Documents Total Severity level.
Moderate: the Document only has Issues that refelct Info as the Severity Level. Each Rule applied to a Document that has an Info Severity will add 60 to the Documents Total Severity level.
Low: the Document only has Issues that refelct Info as the Severity Level. Each Rule applied to a Document that has an Info Severity will add 40 to the Documents Total Severity level.
Info: the Document only has Issues that refelct Info as the Severity Level. Each Rule applied to a Document that has an Info Severity will add 20 to the Documents Total Severity level.
No Issues: the Document does not have open Issues listed or all previously flagged Issues have been manually cleared.
