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What is the document manager?
What is the document manager?

An overview about what the document manager is in Futrli.

Updated over 4 months ago

When you're in the Reporting tab, on the left-hand menu is a section called Document manager.

This page is split into four sections where you can see reports you exported or sent to people.

Exported PDFs

This is where you see published reports that you chose to Export PDF to Document manager.

Next to each PDF are options to:

  • Send the PDF to someone

  • Delete the PDF

  • View the PDF

  • Download the PDF onto your computer

Scheduled reports

This is where you see a list of reports currently scheduled to be sent to other Futrli users.

You have options to edit or delete these schedules.

Awaiting review

This is where you see scheduled reports that had the Review check option ticked as they were scheduled.

When you click on the dropdown in the HELD FOR REVIEW column tab you have two options:

  • Send report

  • Do not send
    ​

πŸ“ŒTIP: You can click the pencil icon to edit the report before you send it.

You can also delete, preview or download the PDF awaiting approval

Sent PDFs

This lists all report PDFs you sent via the Send PDF of report now option when you View/schedule a report.

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