PDF Review Module Reporter

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This app provides the ability to track and trace approval cycles and will generate reports for your Enfocus PDF Review Module files and/or collections, with each file’s url, approval status, decision (button clicked), and list of comments.

The reports are xml files, with the same xml file attached as a dataset, and with an html version saved as [Job.EmailBody], so that you can easily embed it in an email template. Send this email to the CSR, customer, etc.

You can change the look and feel of the html report by changing the cascading style sheet (classes beginning with PDFR) in the email template. Two sample email templates are available in the resources.

The app needs a trigger job. You can add a submit point in front of it to start the reporting on demand, or use an element like Inject job or an app like FireStarter to generate new reports on fixed time or every n hours. There is an option to only report updates, to limit the amount of report (emails) and avoid sending new reports when nothing has changed.

Compatibility
Switch Version Required: 2021 Spring or higher
Platform: Windows, Mac
3rd Party Compatibility: PDF Review Module Server v2

App creator

Enfocus
Support
+32 (0)9 216 98 01
Online support

App creator

Enfocus
Support
+32 (0)9 216 98 01
Online support