Document Share Report

The Document Share Report, or "DocShare," is a DocType within TechMaju that tracks and reports on document sharing activities among users. This tool is essential for administrators and compliance officers to monitor and manage the sharing of documents and ensure that sensitive information is controlled properly.

Understanding the DocType

Purpose: To provide a centralized view of all document sharing activities, making it easier to audit and review how documents are distributed among users within the organization.

Function: Allows administrators to see which documents have been shared, with whom they have been shared, and track the activity around document sharing.

Step-by-Step Instructions for Using the Document Share Report

Accessing the Document Share Report

1. Navigate to DocShare: From the User Module, select "DocShare" to view the sharing activities.

2. View Document Shares: The main panel displays a list of all shared documents, including details such as:

   • ID: A unique identifier for the share document.

   • User: The email of the user who has access to the shared document.

   • Document Type: Specifies the type of document being shared.

   • Document Name: The name or identifier of the document.

Analyzing Share Details

3. Filter and Search: Use the filtering and search functionalities to narrow down the share records based on specific criteria such as user, document type, or document name.

4. Review Sharing Activities:

   • Check when a document was last updated or shared.

   • Monitor the frequency and recency of document accesses.

   • Review any patterns that might suggest improper or unusual sharing activities.