SharpDoc Manager Overview
The SharpDoc Manager page provides a dashboard to display and manage document counts and their statuses for a specified created
date range (defaulting to the past 30 days). Key features include:
- Dashboard Features:
- Displays the total counts of documents grouped by their statuses.
- Dynamically updates the counts based on the selected date range from the filter.
- Member List:
- Lists all employees and the documents they have generated.
- Clicking on a member reveals all the documents they created within the selected date range.
- Changing the date range dynamically updates both the document counts and the list of documents for the selected member(s).
- Document View/Modification:
- Users can view or modify documents created under a specific member by selecting them.
- Documents can be opened in an embedded editor for review and updates.
Known Username Consistency Issue:
* If a user updates their username in MarketSharp, the updated name will not reflect in the member list, as members and users are managed separately. This issue is tracked and will be updated in the future.