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Express Document Approval and Audit Trail

The Approval Summary Dialog Box and the Audit Trail in Customer Details, History

Express Document Approval and Audit Trail

In Express, when you take a document through the approval process, upon completion of all of the related tasks, a dialog box displays with congratulatory remarks and statistics such as the Document Processing Time and the number of fields that were extracted.

The Approval Summary, which you can be thought of as an audit trail, displays a history of all changes made during a session, prior to document approval. After the document is processed, you will have a congratulatory message with the summary of extracted fields.  You can also download the summary.

3 Audit Trail 1.png

Example of Approval and Audit Trail Dialog

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