How do I get a list of documents that were created in Vantage by user.
How do I get a list of documents that were created in Vantage by user.
You can access this information within Vantage by going to the Transaction Catalog and searching by Username (for transactions before the switch to Vantage) then by EIN (for transactions after the switch to Vantage). Then you can export the information to an Excel Spreadsheet. Please see the screenshot below for reference.
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Vantage is available Monday-Saturday 7 am - 8 pm and Sunday 7 am - 6 pm, including holidays. Vantage may not be available on the 2nd weekend of each month due to system maintenance and other days as announced.