Outbound Email Pending Report

This report lists the documents that the system has queued to route via email (or fax), but has not yet sent as well as any documents pending  workflow actions.

Outbound Email Pending

Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this report.

Filter

  • Project – the Project ID. You can look up or type a specific project ID, or use the % mask for multiple projects.

Columns

  • Doc Title – the title/description of the document, including the project number and document number.
  • Doc Type – the document’s Doc type.
  • Seq – the Seq number of the route, including stages.
  • To – the name of the routee to receive the email.
  • Via – the method of routing (E=email or F=fax) followed by either the email address or fax number.
  • Due – the route due date for the document.
  • From – the name of the previous routee.
  • Acted – the date the previous routee sent the document on.

Last updated: October 18, 2016 at 12:41 pm;