Document Import History report overview

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The Document Import History report logs displays all successful and failed document import attempts. This report is particularly useful if your firm uses a customized GoFileRoom Import Engine.

To run the Document Import History report, follow these steps.

  1. In your firm's Firmflow screen, click the Reports button.
  2. In the Reports screen, click Document Import History.
  3. From the drop-down list for the Documents field, choose All Documents, Successful Documents, or Failed Documents.
  4. Select the desired item from the value in the Day.

    Notes

    • If you select All, Today, Yesterday, This Week, or Last Week, the dates in the From date and To date fields are filled in autmatically.
    • If you select Custom in the Day field, you can enter a custom range of dates in the From date and To date fields.
    • Custom becomes the automatic entry for the Day field if you customize the entries in the From date and To date fields.
  5. Click the Search button.
  6. Review the report carefully. After resolving any issues, you can mark the error items as reconciled.

Notes

  • To reconcile error items, select an item, right-click, and choose the Reconcile.
  • To undo a reconciliation, select the appropriate item, right-click, and choose Undo Reconciliation.

Related topic: GoFileRoom reports overview

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