Documents
A period view of stored files, mix, and contract status.
Where to find it: Left menu → Documents & Records → Document Reports
Step 1
Left menu → Documents & Records → Document Reports. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Run the report. Act on expired contracts in the live list.
Step 3
Counts should match library and contracts. Do not treat the report as a second archive.
Yes. Document Reports is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Document and manager roles. Not every operator.
