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6. How do I see a history of all the docs sent to a person?

Docs history2:01

"How do I see a history of all the docs sent to a person?"

Sometimes you may want to see all the docs that've been sent to a person. You can see their sent docs in their: "Docs history"

To see a history of all docs sent to a person in their "Docs history":

  1. First, select the person that you'd like to see a history of all their sent docs, on: MenuPeople
  2. Then tap: DocsDocs history
  3. Once it slides out on the right, you'll see a list of all the docs that've been sent to the person.
  4. The "Docs history" listing, by default, shows any docs that've been sent over the last five years.
  5. To lengthen or shorten the listing date range, tap:
    Show settingsDates
  6. And pick a date range.
  7. When you tap one of the "Docs history" rows, and tap the blue "more" link, you'll see even more details.
  8. Including when it was sent, who sent it, and what email it was sent to.
  9. To download a PDF of the doc, first hover your mouse over the preview.
  10. Then tap the round "PDF" button (on the right side).
  11. In a few seconds, you'll get a downloaded PDF.
  12. And finally, once it's downloaded, tap the downloaded PDF to see it.

Keep in mind that:

  • "Docs history" stores your sent documents indefinitely.
  • As long as you keep your org open on 1st Money, you can still come back and retrieve any sent documents, even years later.
  • Even if the person is terminated, or deleted, you can still retrieve their sent documents.
  • You don't need to undelete the person to retrieve their sent documents.

And that's it! That's everything you need to know about seeing a history of all docs that've been sent to a person!

Updated: Sat, Feb 24, 2024.

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www.1st.money/help/HR_Docs/6._How_do_I_see_a_history_of_all_the_docs_sent_to_a_person