How to See How Many Closing Documents You Have Sent

1. To get to your reports, open the navigation menu on the far-left side, and select the option "Company".

   

2. In the Company drop-down, select "Reports". 

   

3. Select the report "Docs" and "Doc Requests".

   

    
4. Enter your company name (note: type the whole company name and press 'enter' for your company to appear) and the date range you are wanting to search. Both of these fields are optional. 
5. Press the button "Run Report".

   

6. All Docs will load and in the top right of the list, you will see the total amount of proposals sent.