6. How do I see a history of all the docs sent to a person?
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"How do I see a history of all the docs sent to a person?"
Sometimes you may want to see all the docs that've been sent to a person. You can see their sent docs in their: "Docs history"
To see a history of all docs sent to a person in their "Docs history":
- First, select the person that you'd like to see a history of all their sent docs, on: MenuPeople
- Then tap: DocsDocs history
- Once it slides out on the right, you'll see a list of all the docs that've been sent to the person.
- The "Docs history" listing, by default, shows any docs that've been sent over the last five years.
- To lengthen or shorten the listing date range, tap:
Show settingsDates - And pick a date range.
- When you tap one of the "Docs history" rows, and tap the blue "more" link, you'll see even more details.
- Including when it was sent, who sent it, and what email it was sent to.
- To download a PDF of the doc, first hover your mouse over the preview.
- Then tap the round "PDF" button (on the right side).
- In a few seconds, you'll get a downloaded PDF.
- And finally, once it's downloaded, tap the downloaded PDF to see it.
Keep in mind that:
- "Docs history" stores your sent documents indefinitely.
- As long as you keep your org open on 1st Money, you can still come back and retrieve any sent documents, even years later.
- Even if the person is terminated, or deleted, you can still retrieve their sent documents.
- You don't need to undelete the person to retrieve their sent documents.
And that's it! That's everything you need to know about seeing a history of all docs that've been sent to a person!
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