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Home Sub-tabs - Column Descriptions

The following columns are available for viewing in the tables of the Home sub-tabs:

Please note:

only certain columns are displayed by default; you can customize which columns appear in the table
except where noted, all of these columns are available in all of the Home sub-tabs

Agency ID – the ID of the agency who issued the document
Approval States – the state at which the document is in the approval process
Attachment Type – the type of attachment
Code – a code representing the document type , for example, in a policy, a quote or new product endorsement
Current Role – the user's current role
Date Modified – the date the document was modified
Description – a brief description of the document
Document Type – the type of document
Document ID – the ID number of the document
Document Subtype – the subtype of the document
Distribution – the selected distribution value for the Addressee
Drafter – the name of the person who drafter the document
End Time – the time at which the document processing ended
Expiration Date – the date that the document expires
Error ID – the error ID code of the document
From Group – the name of the group who created the document (optional)
From Time – the time at which the document was internally sent from one user to another (optional)
From User – the previous owner of the document
Group – the name of the group the document is assigned to
Jurisdiction – the agency's jurisdiction (Tracking tab only)
Key 3 – an optional key to categorize documents
Letter Type - the types of letters contained in the document
Locked – indicates if the document is locked
Name– the document's name
Originator – the name of user who submitted the document (Audit Trail tab only)
Process Name – the name of the Doc Factory process that has been run on the document
Reason ID – the ID associated with the rejection reason for this document
Region – the geographical area associated with the document

Routing Description – a explanation of why the document was routed
Rejection ID – the ID associated with the rejection reason for this document

Retention Time – the time after which the document can be removed (optional)
Role – the Role of the Addressee in relation to the document (Distribution tab only)
Security Level – thesecurity level of the document
Start Time – the time that the activity to distribute the document began
Status – the processing status of the document
To Time – the time at which the document was received
To User – the name of the user who received the document
User – the person who created the document
Typist – the original Drafter of the document (Audit Trail tab only)

Home Sub-tabs - Column Descriptions

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