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  1. Go to manage documents

  2. Open the ‘Advanced’ filter panel and choose an upload/inspection timeframe - eg Uploaded: 7 days

  3. Apply any other filters you require

  4. Scroll to the bottom, click save and choose a name for your filter.

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  1. Hover over ‘Documents’ in the menu bar and click ‘Saved filters’

  2. Locate the filter you wish to set a schedule for and click ‘details’, then ‘Schedule’

  3. In the ‘Timeframe' field it’s best to match your saved filter upload/inspection date filters - This will ensure all data is captured.

  4. Complete the other required fields and click ‘Submit’

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