Viewing recent documents

Close

Click this to exit.

Refresh

Click this to refresh the list based on the defined criteria.

Reset

Click this to clear the defined criteria.

New

Click this to create a document.

Count

Click this to view the total number of documents for the search result based on the defined criteria.

Criteria section

Person

Type or select the ID of a person to display the documents created by the selected person. By default, the person who is logged in to Exact Synergy Enterprise or the person displayed on the personal card is selected.

Note: This field is available only if you are accessing Documents under the Monitor section from the personal card.

Project

Type or select a project to display the documents attached to the project. By default, the project selected on the projects search page is displayed.

Note: This field is available only if you are accessing Documents in the Execution column under the Project monitor section from the project card.

Account

Type or select an account to display the documents attached to the account or project. If the document is from the account search page, the account selected on the accounts search page is displayed.

Note: This field is available only if you are accessing Documents under the Monitor section from the account card (at Modules > Customers > Reports > Accounts > Search, select Company or Person at Account: Type, click Show, and then select an account) or project card (at Modules > Projects > Reports > Search > Projects, select a project, and then click Documents).

Involvement

Select an option to list the documents as described in the following:

• Creator — Select this option to list documents of the creator defined at the Person, Contact, Project, or Account field.
• Owner — Select this option to list documents of the creator defined at the Person, Contact, Project, or Account field.
• Account — Select this option to list documents that are linked to selected company account defined at the Account field.
• Person — Select this option to list documents that are linked to selected person account defined at the Account field or to list documents that are linked to the selected person at the Person field. You can view the same list of documents if you have selected
• Person + Links — Select this option to list documents of all accounts and contact persons that are linked to the selected person account at the Account field.
• Modifier — Select this to list documents of the modifier defined at the Person field.
• Specific for a person — Select this option to list documents specific for the person defined at the Person field.
• Project — Select this option to list documents for the project defined at the Project field.
• Contact person — Select this option to list documents that are linked to selected person contact of a person account. This option yields the same result as Person and is available only if you have selected the required contact on a person account card. Go to Modules > Customers > Reports > Accounts > Search, select Person at Account: Type, click Show, select the required person account, and then click the required contact link in the Type column under the Links section. Click Documents under the Monitor section.
• Contact person + Links — Select this option to list documents of all person accounts and contacts that are linked to the selected person contact of a person account. This option yields the same result as Person + Links and is available only if you have selected the required contact on a person account card. Go to Modules > Customers > Reports > Accounts > Search, select Person at Account: Type, click Show, select the required person account, and then click the required contact link in the Type column under the Links section. Click Documents under the Monitor section.

Note: The availability of these options varies, depending on the search page you are accessing from, to view the documents.

Contact

Select a contact to display the documents linked to the contact specific for a company account type defined at the Account field. By default, the contact selected on the contacts search page is displayed.

Note: This option is available if you are accessing Documents under the Monitor section from the contact card of company account type.

Show

This field controls the way the results are displayed.

Select List to display the search results in a list format. Select List: Threaded to display the search results in a list format together with their corresponding replied documents, if any. Select Summary: Type to display the search results in a summary format arranged according to document type. Select Summary: Category to display the search results in a summary format arranged according to category.

Category

Select a category to list documents of that category.

Note: This is unavailable when the results are displayed by Summary: Type and Summary: Category.

Type

Select a document type to list documents of that document type.

Modified

Select the required modified date ranges. Select All to list all documents. If you select other options, the relevant dates will be filled up accordingly. The previous and next arrows can then be used to go to the previous or next period. If you select Range, the previous and next arrows are unavailable.

Fill in the first date field only to search for documents modified on or from that date onwards. Fill in the second date field only to search for documents modified on or before that date.

Security level

Type or select the appropriate security level to display documents with the corresponding security level.

Status

Select the relevant check boxes to search for documents in these document statuses. Searching for documents with all the check boxes cleared will display all documents except for documents that have been archived.

Contains: Text

Type the text to be used for searching. This will search for corresponding text within the document, the subject, and the ID.

Unread

Select this check box to display documents that you have yet to read.

Note: This is unavailable when the results are displayed by Summary: Type and Summary: Category.

Include: Subsidiaries

Select this check box to display the documents attached to the subsidiaries of the account.

Note: This check box is available only if you have clicked Documents under the Monitor section on the account card.

Include: Children

Select this check box to display the documents attached to the children projects of the project.

Note: This check box is available only if you have clicked Documents in the Execution column under the Project monitor section on the project card.

Documents section

This section lists the results of the search according to modified date and time, document ID, document type, document subject, creator, status and the relevancy of the documents matched to the search criteria.

Customize

Click this icon at the title bar to customize the fields, columns, or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. You can also specify the columns to show at the results section as well as the order of the columns. Apart from that, you can specify the main category and document type to exclude from your search. Click Save to save the settings, Reset to set back to default settings, Advanced to define more settings, or Close to exit.