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Exact Synergy Enterprise   
 

Viewing documents

Menu path

Modules ➔ Documents ➔ Reports ➔ Documents ➔ Search

Introduction

This page displays a document for viewing.

Roles and rights

All users are able to view a document depending on its security level.

Note:

  • For more details on function rights, go to Modules ➔ System ➔ Setup ➔ Security ➔ Function rights.
  • For more details on roles, go to Modules ➔ System ➔ Setup ➔ Security ➔ Roles.

What version are you using?

The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view documents?

  1. On the Documents: Search page, define the relevant criteria.
  2. Click Show or Search to display documents that match the defined criteria.
  3. Click the hyperlink under the Subject column to display the respective document.

How do I edit documents?

  1. On the Documents: Search page, define the relevant criteria.
  2. Click Show or Search to display documents that match the defined criteria.
  3. Click the hyperlink under the Subject column to display the respective document.
  4. Click Edit, and then make the necessary changes.
  5. Finally, click Save.

How do I delete documents?

  1. On the Documents: Search page, define the relevant criteria.
  2. Click Show or Search to display documents that match the defined criteria.
  3. Click the hyperlink under the Subject column to display the respective document.
  4. Click Edit.
  5. Click Delete. A message will be displayed to ask for confirmation.
  6. Click OK to continue.

How do I copy documents?

  1. On the Documents: Search page, define the relevant criteria.
  2. Click Show or Search to display documents that match the defined criteria.
  3. Click the hyperlink under the Subject column to display the respective document.
  4. Click Copy. The Document: New page will be displayed with the content and document properties automatically defined based on the document being copied.
  5. Make the necessary changes, and then click Save.

How do I archive documents?

  1. On the Documents: Search page, define the relevant criteria.
  2. Click Show or Search to display documents that match the defined criteria.
  3. Click the hyperlink under the Subject column to display the respective document.
  4. Click Edit.
  5. Click Archive.

Keep in mind: When you archive a document, all reply documents for this document will be automatically archived as well.

How do I restore documents?

  1. On the Documents: Search page, define the relevant criteria.
  2. Click Show or Search to display documents that match the defined criteria.
  3. Click the hyperlink under the Subject column to display the respective document that has been archived.
  4. Click Restore.

Keep in mind: When you restore a document, all reply documents for this document will be automatically restored as well.

How do I add tags to documents?

  1. On the Documents: Search page, define the relevant criteria.
  2. Click Show or Search to display documents that match the defined criteria.
  3. Click the hyperlink under the Subject column to display the respective document.
  4. Click Tags. The Tag Manager page will be displayed.
  5. Type the tag in the box next to Add, and then click Add. Repeat this step to add more tags.
  6. Click Done.

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Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 15.468.707
 Assortment: Exact Synergy Enterprise  Date: 13-09-2021
 Release:  Attachment:
 Disclaimer

Attachments
ESE-OH258-Viewing documents01.docx 56.9 KB View Download