Documents
Search using existing Filters:
- Select the Documents icon from the homepage
- Select a view from the list of Document Views.
- Select the arrow next to the view to see available filters.
- To apply a filter, select from the list of filters.
- Enter your Criteria.
- Select OK.
Build your own search:
- Click in the Search in All Documents window.
- Select one of the field parameters.
- Select an operator.
- Type or select a search parameter.
- Select Add to add the constraint.
- Select Search.
Notes:
- Constraints that have not been run are outlined with a dashed border.
- To edit, select the constraint.
- You can create multiple constraints to search.
Once you open the Documents section of Experience, you can use the following toolbar to start working with your files.
Notes:
- Settings and options will vary depending on your access.
- This toolbar is only visible after selecting a file(s) from your search using one of the methods.
- Show or hide views list.
- Download document
- Export to PDF
- Print document.
- Email document
- Version control. Note: This option will be greyed out in most cases.
- Move content
- Add to Workflow
- Open in Workflow
- Remove from Workflow
View/open a document:
- Search for document criteria.
- Select the document you want to open from the displayed list.
Navigate:
- Previous page.
- Current page (optionally type a specific page number in this box)
- Total number of pages.
- Next page.
Document Views & Panels:
- Show/Hide page thumbnails
- Show/Hide Related Documents.
- Show/Hide Related Tasks.
- Show/Hide Forms.
- Show/Hide Properties.
Page options:
- Back to Documents list
- Save document
- Create a task
- Annotate page (will only how for .tiff files)
- Add a page
- Download document
- Export to PDF
- Send in email
- Add to Workflow
Add a page:
- Search for document criteria.
- Select the document you want to open from the list.
- Select Add Page.
- Choose the new page’s location.
- Choose the capture source.
- Select Done.
- Browse to and select a file (if applicable).
- Select Done.
- Select Save.
Delete a page:
- Select a page from the Page Thumbnails pane.
- Select Delete.
Notes:
- Once a page is deleted, it cannot be restored.
- You need access to delete pages.
Send in email:
- Select the page or document.
- Select Send email.
- Enter the recipient's email address.
Notes:
- This can be done at the page or document level.
- When selecting an item from the document list, select the check box that appears next to the item name to view the toolbar.
Add to Workflow:
- Open or view a document.
- Select Add to workflow.
- Select a workflow process.
- Select a queue.
- Select a priority.
- Select Add or Cancel to quit.
Open in Workflow:
Note: The documnet must already be added to a workflow before opening.
- Select or open a document.
- Select Open in Workflow.