You can download the document statuses for offline analysis using Microsoft Excel or another application.

  1. Click the Document Mgmt tab, then click Status in the secondary menu. The Status screen appears displaying documents in your organization.
  2. Choose the plan year using the Screen Shot 2016-07-12 at 2.46.13 PMdrop-down list.
  3. Click the Screen Shot 2016-07-08 at 2.17.20 PM button. Depending on your browser, a dialog might appear allowing you to specify where to save the file. Save the file to your local machine.