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Sage Paperless Construction Help

Activity

Important

You must be configured as with Compliance Manager or Auditor access permissions for the current vault to be able to view the Company pages within ClearToPay. Only a user with Compliance Manager permissions can resend emails on the Email Activity tab.

On the Activity page, ClearToPay™ provides tabs for tracking email activity and automation activity:

  • Email activity: A listing of emails sent through the system and their information (as well as the ability to review each individual email, resend it and check its status).

  • Automation activity: A listing of automated jobs that have run to monitor jobs and vendors to keep their various compliance statuses accurate and up-to-date.

Complete the following steps to access and view ClearToPay activity:

  1. From My Paperless, click ClearToPay™.

  2. In the ClearToPay™ navigation bar, click Company.

  3. Click Activity.

    ClickActivity.png

    A page similar to the following displays:

    CTPCompany_EmailActivitySage.png
  4. On the Email Activity tab:

    Do one or more of the following to locate an email and review its information:

    GreenlightSettings_EmailHistory.png
    A: Enter a search term (such as email subject, vendor or send date) in the search bar, then click the Search icon to find sent emails.
    B: Select All, Error, Pending, Resend or Success to filter sent emails by their status.
    C: Click the Email email_icon.svg icon to open the sent email and review its recipients, contents and any attachments. From there, you can resend the email if needed.
    D: Click the Status info_status_icon.svg icon to manually check an email's status (and update it in the status column with the latest status). For example, a Pending email may update to Delivered.
  5. On the Automation Activity tab:

    Do one of more of the following to review the list of the automated compliance checks that the system has run:

    GreenlightSettings_AutomationActivityTab.png
    A: Enter a search term (such as automation job name or ID) in the search bar, then click the Search icon to find sent emails.
    B: ID number for a particular run; this value is primarily for tracking purposes.
    C: The date and time that a particular automation job ran.
    D: Description and names for each automation job.
    E: Impacted project, if not a system-wide automation job.