ShareFile

DRL Enhancements

Create Activity Report in DRL

You can now create and view/download activity reports in your Document Request List(DRL). To do so, simply go the desired DRL request and open the DRL actions menu as shown below:

Create Activity Report 1

The Create Activity Report details window is displayed. Here you can add the Report name as well as select the desired date range for which you require the report. Once you have entered all the details, click on Create.

Create Activity Report 2

A success message is displayed once the activity report has been created and you are directed to download and save the activity report as shown below:

Create Activity Report 3

Add comments in Document Request List

Similar to Projects, you can now add comments to a Document Request List (DRL) directly. The permissions that are given to users at the project level apply to DRL requests as well. To view DRL comments, simply click on the Comments tab.

DRL Comments 4

You can view all comments made on the DRL here. You can also view the comments in the DRL management screen by clicking on the Comments icon next to each entry as shown below:

DRL Comments 1

From the Comments management screen, you can choose to add a new comment and click on the Comment button to post it.

DRL Comments 2

If you are a project owner, you can choose to Approve or Delete any comments added to the DRL.

DRL Comments 3

Adding ID to DRL entries

ShareFile Projects has now added the ID column to DRL entries. This means thst every DRL entry now has a unique ID assigned to it.

DRL id 1

The unique ID that is assigned to each entry in a DRL is permanent. If any entry is deleted, then the associated ID with it is also permanently deleted. For example if the 3rd item with ID 3 is deleted, then it is gone and only items with ID 1,2 and 4 remain as shown below:

DRL id 2

DRL Enhancements