Monitor Overview

Now that your company is filling out and Signing Documents on-site it's time to learn more about the numerous options available to quickly and easily find and filter your Signed Documents using the Monitor.

To see the article with Popular Filter Views, click here!

Sections

Sections allow you to organize up to 200 Filter Views into Sections. Simply Select "Add Section" to create a new Section.

Once a Section is created, you can rename or delete it with the Menu to the right of the Section title.

Note: When a Section is deleted, it also deletes all the Filter Views saved there. If you want to keep the Views, drag them into a different Section first.

Filter Views

Filter Views are saved Filter and Group settings. Admin users are able to save their preferences to be able to switch between Views quickly without losing their preferences. To create a new Filter View, simply select "New Filter View" and give your new View a title.

You can even copy an existing Filter View to make a similar Filter quickly. Select "Copy Filter View" and then choose the Filter View you'd like to copy from the drop-down list.

Once created, Filter Views are added to Sections in the list on the left side of the Monitor. You can click and drag the Filter View titles to set the list order and drag them over top of a different Section to move them there.

Simply select the “X” button next to the Filter View name to delete it.

To see an article with Popular Filter Views, click here!

Filtering Options

Search Bar

Users can search for Worker Name (who Signed or Completed the Document), Location Name, Form Name, Company Name, and Label Field (or a combination of these things) in this search bar.

Filter by Date

The Date Filter holds many pre-made dynamic Date Ranges that will move with the user as time goes on. There is also the option for a “Custom” Date range that is static and does not move with the user.

Filter by Completion Status

The Status Filter contains all the different types of Statuses for Scheduled Forms and Signatures.

• Completed: Forms that were not Scheduled, just completed from the Application.
• Completed On-Time - Completed on or before the Due Date
• Completed Late - Completed after the Due Date
• Scheduled - Incomplete Scheduled Form, Due Date has not been reached yet
• Pending - Incomplete Follow-Up Form, Due Date has not been reached yet
• Overdue - Incomplete Scheduled Form, Due Date has passed, Form can be signed after the Due Date
• Missed - Incomplete Scheduled Form, Due Date passed, Form cannot be signed after the Due Date
• Cancelled - Incomplete Scheduled Form, canceled before it was signed

Filter by Document Name

The Document Filter holds the name(s) of every Form Template, Resource Section, and Follow-Up Form Template in the user’s SiteDocs account. There is also the option to include Deleted Templates in the Filter using the checkbox at the bottom of the list.

Filter by Location Name

The Location Filter holds the name(s) of all the Location Profiles in the user’s SiteDocs account. There is also the option to include inactive Location Profiles in the Filter as well.

Filter by Worker Name

The Worker Filter holds the name(s) of all the Worker Profiles in the user’s SiteDocs account. There is also the option to include inactive Worker Profiles in the Filter as well. 

Pro-Tip: Use the search bar to search for a Title to select all Workers with the same Title in a single click.

Filter by Company Name

The Company Filter holds the name(s) of all the Company Profiles in the user’s SiteDocs account. There is also the option to include inactive Company Profiles in the Filter as well. 

Filter by Document Type

The Document Type Filter Allows you to filter by ALL Forms, Resources, and/or Follow-Up Forms.

Filter by Company Type

The Company Type Filter allows you to Filter by ALL Companies with the same Type. There is also the option to include deleted Company Types in the Filter using the checkbox at the bottom of the list.

Customizing Layout

Admins can use the “Customize Layout” menu to adjust Grouping, Visibility, Revisions, and Displayed Date Preferences.

Layout

This selector allows users to choose their Layout.

• List View displays links to each document in the order that you set.
  
• Inbox View is similar to an email inbox. When you select a Document, a preview will load on the right.
  
• Chart & List View adds a Column, Bar, Line, or Pie Chart to the top of your List View that corresponds to the Filters and Layout options you have chosen.
• Chart View removes your list of Documents and only shows a Chart in your View.
  • For More Information about setting up your Charts, click here!
    

Group By

This menu allows the user to decide how to group the Documents in their Filter View; by Form, Location, Worker, Date, Status, or Company.

Group Content

This menu allows users to decide how many items to show in each Group; 10, 25, 50, or 100.

Group Visibility

This menu allows users to choose which type of Groups to show in their Filter View; All Groups, Only Empty Groups, or Hide Empty Groups.

Date Completed

This menu allows the user to choose which date they want to be displayed in their Filter View; the date the Document was completed, the date of the most recent Signature, or the date the Document was uploaded to your Admin Panel.

Revisions

This menu allows the user to choose whether they want to see all available Revisions or just the most recent.

Show Name

This menu allows the user to decide to show the name of the Worker who signed the Document, the Company the Worker belongs to, or both.

Scheduled Forms

This menu allows the user to choose if they want to see All Documents, just Scheduled Forms, or just Scheduled Signatures.