{"id":11567,"date":"2022-10-24T15:00:26","date_gmt":"2022-10-24T15:00:26","guid":{"rendered":"https:\/\/www.stoneshot.com\/learn\/?p=11567"},"modified":"2024-03-13T15:46:51","modified_gmt":"2024-03-13T15:46:51","slug":"fund-documents","status":"publish","type":"post","link":"https:\/\/www.stoneshot.com\/learn\/reporting\/fund-documents\/","title":{"rendered":"Fund Documents"},"content":{"rendered":"

If you have our Document Distribution Solution (DDS) implemented in your StoneShot account, you will have access to Documents Reporting.<\/p>\n

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Recently Changed Documents<\/h2>\n

This report shows documents that have changed within the past 7 days. You\u2019ll also be able to see the name of the document, its document type, currency, when it was last updated and its distribution.<\/p>\n

There\u2019s also an action dropdown which you can apply to each document: Pause, Resume or Remove from distribution, Suppress new changes or Ignore the last change made.<\/p>\n

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Document Change Trend<\/h2>\n

This report shows trends in document changes as a graph. You can change your graph to show all documents trends or specify by document.<\/p>\n

Synchronised Documents<\/h2>\n

This report shows documents that are synchronised to lists. The report shows the document name, type, how many subscribers are in the list and which list it\u2019s synchronised to. You can also see if the list requires a refresh and the last time it was synchronised.<\/p>\n

Deleted Documents<\/h2>\n

This report shows documents that have been marked as deleted.<\/p>\n

Contact Document Subscriptions<\/h2>\n

This report shows contacts by Sales Manager with links through to the contact document subscriptions. This report can also be filtered by Sales Manager.<\/p>\n

Take a look at our DDS Reporting video below to learn more.<\/p>\n