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Delivery Status Assignment
The following table outlines how various Delivery statuses are automatically assigned.
| Button | Originating Report Delivery Status | Report Delivery Status Updated To | |
|---|---|---|---|
Deliver | Complete or Final | Delivered | |
Change Public Status | Complete or Final | Delivered or No Change based on the configuration in Admin | |
Sign | Complete | Final | |
Delivered (unsigned) | Delivered
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Both signed and unsigned reports can have a status of Delivered. You can tell if a Delivered report has been signed by viewing the Signed By column.
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What Reports Can Be Signed in Delivery
Report Delivery Status | Previously Digitally Signed | Delivered | Can Sign? | Signing Process Notes |
|---|---|---|---|---|
| Complete | No | No | Yes | Report can be signed for the first time since it has not been signed. |
| Final | Yes | No | No | Signing is not allowed since re-signing a report in Delivery is not allowed. |
| Delivered | Yes | Yes | No | Signing is not allowed since re-signing a report in Delivery is not allowed. |
| Delivered | No | Yes | Yes | User will be asked if they want to copy the delivered report to sign a new copy. If they select "Yes" then the unsigned & delivered report will be copied and the new copy of the report will be signed. The user can't directly sign the delivered report that was not originally signed. |
Email History
If a report is emailed directly from MetaField, an envelope icon will appear in the report grid. When you select this envelope icon a popup will be exposed showing you a log of each time the report was emailed. If your MetaField instance is configured to send email links, you will also see when your report recipient first opened your report to view as well as a link to the report if the link is still valid.
Read-Only PermissionPermission
It is possible to grant a group of users read-only permission to the Delivery module. This allows them to view reports, but does NOT allow them to process them using many of the button functions noted above. Batch printing and batch downloading of reports is available.