Alongside many core functions within Centrik the ability to track document distribution is valuable to a document owner or document manager. This allows you to track if a document has been read by an individual as well as sending reminders for unread documents.
The ‘Track’ button at a folder level allows you to track documents at an entire folder level.
There is also a ‘track’ button available against each document allowing you to track individual documents distribution.
When selecting either track at a folder level or track at a document level the below screen is displayed, by default it will display users with due and overdue items first.
You can use the organisation, department, document type and ‘who to show’ areas to filter your view.
There is a ‘reminder to all’ button, this will send an email notification reminder to all individuals still needing to read or acknowledged a document.
You are also able to postpone certain documents to certain individuals if required by using the ‘postpone’ button and providing a reason for postponing alongside a new deadline date.
To interrogate the system further you can select an individual’s name on the list by clicking on their name.
This will display the specific details relating to this individual, once again you are able to filter via the document type and what to show buttons.
It is also possible within this area to select to postpone all documents to this user as well as un-postponing all documents