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Document Management Actions Report

Owned by Robert Alexander Marshall
Last updated: Aug 09, 2023
2 min read
1 Overview | 2 Adding the report | 3 Customizing the report | 4 Report Filters

There is no option to add the Document Management Actions Report as a standalone macro to content.

Overview

The Document Management Actions Report displays a summary of pending document actions - tasks and approvals - assigned to that user in the current instance.

The report is only available for the current user

Adding the report

This report macro is NOT AVAILABLE as a standalone macro to add to content.

It can be removed from each users Confluence dashboard by choosing to disable the Document Actions Dashboard Component in global configuration of the Comala Document Management app.

Customizing the report

Report Filters

The report can be filtered by the current user in their user profile using the Type v dropdown menu to display the type of pending document action.

This can be

  • the current user's pending assigned tasks

  • the current user's pending assigned content reviews

  • all the current user's pending assigned tasks and content reviews

By default, the report will display both pending assigned tasks and content reviews for the current user.