Management

Settings

Conversion Settings

• Show Track Changes does render tracked edits in the converted PDF version of Microsoft Word files.

Layout Review Tracking

Use this section to configure tracking Fields for any of the available Document Layouts. This will automatically propagate the User and timestamp of the last edit performed in Document Viewer. Please note that edits performed elsewhere e.g. mass edits are not being tracked.

Note

Make sure receiving Fields are created on the Document object as a pre-requisite:

• One Field of type Date & Time for “Reviewed At”
• One Field of type Text for “Reviewed By”

Create a dedicated pair of Fields for each Layout to be tracked to avoid issues with concurrent review streams.

1. Click the plus icon next to Layout Review Tracking.
2. This opens the Add Layout Review Tracking dialog.
   • Select the Layout to be tracked.
   • For input Last Reviewed At select the designated Field of type Date & Time.
   • For input Last Reviewed By select the designated Field of type Text.
3. Press the button CONFIRM to complete and close the dialog.
4. The new record can now be seen in the list of Review Trackers:
5. Finally press the button SAVE to make the changes persistent.

Trackers cannot be edited after creation. Delete the tracker using the bin icon and re-create to implement any changes.

Job List

The job list will hold information on any active jobs and display the following attributes:

• Job Name
• Status
• Max Workers
• Worker Status
• Resource Usage
• Queue Information