Document Vault Report

Publish date: 2024-05-09
Document Vault Report

Document Vault files are documents that are saved on a server or mapped drive. Document Vault files may appear several different formats (JPEG, PDF and office files, for example) and can be made available to your clients individually or globally. This report shows your which Document Vault files are currently available and viewable to your clients. You can use the Document Vault Report link to quickly assess what you are displaying to clients on their websites.

To access the Document Vault Report link, from the ClientView Live desktop, go to Reports > Document Vault Report. <![CDATA[ ]]>

The Document Vault Report launches in a new window. Each client's name appears in blue, and you can view all reports available to that client broken down by category.

You can export this data to a PDF, RTF file or an Excel spreadsheet. You can also use the Print icon to print the report. The Has Website Access checkbox indicates that this particular client has access to ClientView Live. Checkboxes in the Exists column indicates that a particular report is available to that client on ClientView Live.

Note: Click the ClientView Document Vault button to save a copy of this report in the ClientView Document Vault.

Click Close to close the report.

Additional Resources

Educational Video: ClientView Live Audit Reports

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