To find your contracts on the Contract Grid or Analytics view:
- Add the filter “Uploaded by” or "Created By" (located in the Workflow Tracking category) and enter your name.
- Click Apply.
Your Home page also offers you quick access to your recent uploads and contracts you need to action.
The Recent Uploads section highlights how many contracts you have uploaded in the past 30, 90 and 180 days
- View totals for each time period: Last 30 days, Last 90 days and Last 180 days
- Click on the hyperlink for each time period to access the underlying documents or click “View All” to access your complete upload list regardless of when they were uploaded
The Document Issues section tracks problems and technical issues with a document that indicate a better/more complete version of the file should be uploaded to Knowable Insights.
In this section, you can:
- View totals for each document issue: Illegible, Missing Pages, Missing Signatures, Tech Issues and Multiple Documents
- Click on the hyperlink for each document issue to access the underlying documents to review or click “View All” to access all of your contracts with problems and technical issues
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