How to Review Document History as a Kofax Tenant I Administrator
Amber Schmitz
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9 steps
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23 seconds
1
Log in to Kofax using you Admin login credentials and click "Documents"
2
Scroll to the right to locate "INVOICE NUMBER"
3
Input the invoice number in the blank field beneath the header and hit "Enter"
4
Scroll back to the left and locate the "TRACK ID" and click on the hyperlink
5
Click "History" to review the time and date stamped invoice events
Tip! You cannot export the History. You must take a screenshot and/or copy and paste the info from Kofax into another document.
6
Click "Image" to review the paper invoice that was submitted to Kofax.
7
To save the image, click "PRINT"
8
Select "Save as a PDF"
9
Click "Save"
