The Subscriptions toolbar includes the following buttons

• + Add to add new subscrptions
• Group by to group the subscriptions list by a field
• Filter to filter the list based on pre-defined fields
• Advanced search to query the list to perform more advanced filtering
• CSV to export the subscriptions to excel

Customer Service Representatives and Site Administrators are authorized to view an activity log that lists all instances of users accessing documents from the system. This feature would be useful, for example, when you want to know if a particular customer employee (e.g., the Accounts Payable manager) has reviewed a certain document (e.g., monthly statement).

Choose Events from the Customer Service Rep menu and you will be directed to a page that lists the activity (referred to as "events") of users on the system.

To review additional detail about an event, you may click on the view icon

As users within your customer's organization start to use the CloudStreet Portal website, they will submit subscriptions requesting authorization to view documents for business transactions. In addition, you may receive a subscription notification from an employee within your customer's organization requesting to be authorized as a Client Administrator. Your job as the Customer Service Rep is to review and approve these subscription requests.

You can view a listing of all subscription requests (pending and approved) by selecting Subscriptions from the Customer Service Rep menu.

To approve a subscriptions request, click the Edit icon to the right of the subscription to access the subscriptions approval form. Note, you can also suspend or deny a user's access to documents using the edit form.

Authorize the subscription by changing the status field from "pending_approval" to "approved".

Click the Save button to complete the approval process.

To delete a subscription, first select the subscription you wish to delete and then press the 'delete' icon to the right of the subscription

This help section will give you a better understanding of how to search, filter, and/or sort through site-wide documents.

Search and filtering tool

You can search for specific business documents using either the search and filtering tool or the Advanced Search capabilities. The search and filtering tool may be used to locate a specific document or to list a subset of documents that fit specific search criteria.

The search and filtering tool may be accessed by clicking on the button.

Users may search or filter documents by document reference, document type (e.g., statements or invoices), customer ID number, document status, transaction date, representative reference (e.g., assigned salesperson), other reference, customer reference (e.g., PO number), and/or total value. When you enter criteria into one or more of the fields in the search and filter tool, the table listing your documents will be refreshed to reflect your selection criteria.

When using the All row in the search box, you may filter your search results by All of these terms, Any of these terms, Exact Phrases, or None of these terms.

The All of these terms option will only produce search results that include every phrase that you specify, exactly as typed. For example, if you search for "1044" using the All of these terms option, only results that include the number "1044" will be listed. In the following example, searching for the string "1044" results in a list that includes a statement for customer ID# 1044.

Users may search or filter documents by document reference, document type (e.g., statements or invoices), customer ID number, document status, transaction date, representative reference (e.g., assigned salesperson), other reference, customer reference (e.g., PO number), and/or total value. When you enter criteria into one or more of the fields in the search and filter tool, the table listing your documents will be refreshed to reflect your selection criteria.

When using the All row in the search box, you may filter your search results by All of these terms, Any of these terms, Exact Phrases, or None of these terms.

The All of these terms option will only produce search results that include every phrase that you specify, exactly as typed. For example, if you search for "1044" using the All of these terms option, only results that include the number "1044" will be listed. In the following example, searching for the string "1044" results in a list that includes a statement for customer ID# 1044.

To regenerate a complete list of your business documents

With the pop-up panel visible, click on the icon.

Grouping or Sorting Subscriptions

You can group documents by any eligible field by selecting the tool from the toolbar.

You can sort the documents by clicking on the column headers. An arrow next to the column name will indicate whether that field has been sorted ascending, descending or not at all.

Advanced Search Tool

For more complex searches, we provide a query builder. To access it, choose the Advance Search tool from the toolbar

In the Advanced Search tool, you may select elements (fields), conditions and values to define the criteria for document selection. You may add conditions by pressing the (+) Add tool then press "Apply" to filter based on the criteria you have defined. To clear the filters, you may either open the Advanced search tool again and press "Clear filters" or you may open the Filter tool and press "Clear filters" from that tool.