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Viewing all contacts that have expired documents



Question

  • How can I view all companies / contacts / contractors who have expired documents in one place?
  • How can I see all expired documents in the contact manager?

 


Answer

You can view all of the expired documents associated with contacts (e.g. vendors, subcontractors, contracts) etc.) in one place via the Document Management Report in the contact manager.


To access this report:

  1. Click on Contact Manager from the blue navigation ribbon in your DASH environment
  2. Then click on "Document Management Report" from the yellow options listed at the top of the Contact Manager

     
  3. Make sure that the report is set to show "Expired Documents"


Questions? Contact Us!

 



 

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