Overview of documents
Menu path
Documents à Reports à Documents à Search
Introduction
This page gives you an overview of documents. You can also perform the following actions on this page:
- Searching for documents based on the defined criteria.
- Updating and archiving documents in batches.
- Carrying out document cleanups in batches.
Roles and rights
All users can view this page. However, the list of documents displayed will vary depending on each document status and your security level.
Notes:
- For more details on function rights, go to System à Setup à Security à Function rights.
- For more details on roles, go to System à Setup à Security à Roles.
What version are you using?
The information in this document is based on product update 251.
How do I search for documents?
- On the Document: Search page, define the search criteria.
- Click Show. For more information, see Searching for documents.
How do I view documents?
- On the Documents: Search page, define the search criteria.
- Click Show.
- Click the required document hyperlink in the Subject column. For more information, see Viewing documents.
How do I perform document maintenance in batches?
- On the Documents: Search page, define the search criteria.
- Click Show.
- Click Maintenance. For more information, see Updating documents in batches.
How do I clean up documents in batches?
- On the Documents: Search page, define the search criteria.
- Click Show.
- Click Cleanup. For more information, see Performing document cleanups.
Buttons
Search
Click this to define new criteria for your document search.
Maintenance
Click this to update or archive the documents in batches.
Note: This button is available only if you have function right 360 - Allows batch update documents. By default, users with the Documents administrator role have this function right.
Cleanup
Click this to clean up the documents that you no longer require.
Note: This button is available only if you have function right 563 – Allows to catch cleanup documents. By default, users with the Administrator role have this function right.
Close
Click this to exit.
Columns
Click 
Customize at the title bar of the Documents: Search page to customize the columns to be displayed. For more information, see Searching for documents.
Subject
This column displays the subjects of the relevant documents based on the search criteria defined. You can view the documents by clicking the corresponding hyperlink.
Type
This column displays the document types.
Account
This column displays the accounts to which the documents are linked to.
Creator
This column displays the respective document creators.
Modified
This column displays the last modified date of the individual documents.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
24.035.102 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
22-11-2012 |
| Release: |
251 |
Attachment: |
|
| Disclaimer |