Downloading the E-Delivery report gives you a spreadsheet of all E-Delivery events. The spreadsheet contains more details than what is provided in the E-Delivery dashboard.
To download the E-Delivery report:
- Go to the E-Delivery dashboard.
- Select Download Report.
- Open the downloaded .xls spreadsheet.
The .xls spreadsheet contains several columns, including:
- Policy Number: Policy number on the account.
- Print Date: Print date.
- Import Date (EST): Last status update (raw/import) or the recent E-Delivery status update timestamp if an email was sent.
- Email Sent To: Recipient email address.
- File Type: Title of the document.
- Delivery Status
- NOTIFIED: Applies to both manual and automated processes.
- FAILED: Applies to both manual and automated processes.
- WAITING FOR APPROVAL: Applies to both manual and automated processes.
- EXCLUDE FROM E-DELIVERY: Applies to both manual and automated processes.
- EXCLUDE AND DO NOT PRINT
- Opened: Indicates how many times a document has been opened or downloaded by the user.