Create a document register summary report for all folders

To create a Document Register Summary Report related to selected files in one specific folder, follow the steps below.

Step 1:  Go to documents and click on "All Documents"

Go to your project documents and click on the "All Documents" folder.

Step 2:  Select files

Hover over a file and click on the checkbox to the left-hand side of the document code to reveal the bottom toolbar.

Select all the files you would like to include in your report.

Tip: You can select all files in your folder by clicking on the checkbox on the left-hand side of the bottom-toolbar.

Step 3:  Click "SUMMARY"

Click on the "SUMMARY" button on the bottom toolbar to export your Document Register Summary Report for your selected files.

The report will be downloaded in ".pdf" format.

 

Step 4:  View your report

The Document Register Summary Report includes a date/time stamp, project details and a list of the selected files.

Your company information in also included in the footer of the report.

Example: Document Register Summary Report (multiple folders)

If you would like to know more about the Document Register Summary Report, shoot us an email at [e-mail] and our customer success team will be in touch.